FMI Large Cap Fund (FMIHX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 7.01% | 6.89% | 0.12% |
Year-to-Date | 7.23% | 7.25% | -0.02% |
1 Year | 16.09% | 0.00% | 16.09% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
32%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 32% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.96%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,210
Real cost (fees + lost compounding)
$1,498
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-2.11%