FMIQX Mutual Fund (FMI Large Cap Fund Institutional Class) is managed by Fiduciary Management Inc. with $404.6M in net assets. FMIQX expense ratio is 0.71%, holding 27 positions across sectors including Unknown, Industrials, Financials. Inception date: 2016-10-31.

FMIQX performance shows a YTD return of -2.18%. The 1-year return is 1.73% and the 5-year return is 2.91%. FMIQX dividend yield stands at 16.38%, paid annually.

FMIQX top holdings include Charles Schwab Corp. (7.8%), Booking Holdings, Inc. (6.3%), Ferguson Plc (5.8%), Aramark Holdings (5.5%), Avery Dennison Corp. (5.3%). 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.