FMIQX Mutual Fund (FMI Large Cap Fund Institutional Class) is managed by Fiduciary Management Inc. with $491.4M in net assets. FMIQX expense ratio is 0.71%, holding 29 positions across sectors including Industrials, Health Care, Consumer Discretionary. Inception date: 2016-10-31.

FMIQX performance shows a YTD return of 2.03%. The 1-year return is 4.83% and the 5-year return is 6.85%. FMIQX dividend yield stands at 15.50%, paid annually.

FMIQX top holdings include Charles Schwab Corp. (7.5%), Ferguson Plc (6.7%), Priceline.com, Inc. (5.8%), Aramark Holdings (5.0%), Avery Dennison Corp. (4.5%). View all FMIQX holdings, sector breakdown, or dividend history.

FMIQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FMIQX alternatives are available via the screener, along with tax-loss harvesting opportunities.