About FMIGX
FMI Global Fund Institutional Class is an open-end mutual fund managed by Fiduciary Management, Inc., based in Milwaukee, Wisconsin. This fund is designed for institutional investors and primarily seeks long-term capital appreciation. It achieves its objective by investing mainly in a concentrated portfolio of large capitalization value stocks from global companies, including both U.S. and non-U.S. firms. The portfolio generally consists of 25 to 37 holdings, ensuring representation across most major industry groups and sectors.
The fund employs a value investing approach, targeting companies believed to be trading below their intrinsic value, with an emphasis on attributes such as high recurring revenue and strong returns on invested capital. FMI Global Fund Institutional Class utilizes thorough fundamental analysis to identify firms with above-average growth prospects or improving profitability. Its holdings may include common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts (ADRs), and Exchange-Traded Funds (ETFs). The fund is notable for its no-load structure and disciplined, research-driven strategy, aiming to deliver consistent capital appreciation while maintaining a focus on valuation and business quality within the global large-cap equity universe.
Fund Family FMI Funds
Category World Large-Stock Value
Stock Exchange Nasdaq
Ticker Symbol FMIGX
Share Class Institutional Class
FMIGX had a total return of 4.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.15%.
