FMIHX (FMI:Large Cap)
Net Asset Value: 16.33 1-Day Return: 0.01 (0.06%) YTD Return as of 2/9/12:Up 7.08%

Classification: Large-Cap Core   Objective: Growth   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 7.08 3.95 17.16 3.22 7.55
Classification 8.19 2.73 16.76 0.42 3.73
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)80374162

Fund Stats

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Investment Objective:Growth
Net Assets ($Mil)4,870.50
Inception Date:12/31/01
Manager Name, TenureEnglish/Kellner, 2001 / 2001
Expense Ratio: 0.97%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Nestle Sa Dr NSRGY 5.00
Sysco Corp Ord SYY 4.64
Wal-mart Stores Inc Ord WMT 4.56
3m Co Ord MMM 4.46
Accenture Plc Ord ACN 4.12
United Parcel Service Inc Ord UPS 4.10
Staples Inc Ord SPLS 4.03
Kimberly Clark Corp Ord KMB 4.02
Berkshire Hathaway Inc Ord BRK.B 4.00
Bank Of New York Mellon Corp Ord BK 3.86
% of Total Holdings 42.79

Stories & Blogs: Around the Web

12/15/2011  The Five Best Managers: SEQUX, OAKMX, YACKX, ARTLX, FMIHX (Barrons.com)

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