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FMI International Institutional (FMIYX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.78% |
| 5y Average Return | 6.97% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 6, 2024) | 21.96% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 21.96% |
| Worst 3Y Total Return | 1.02% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FMIYX
Category
- YTD
- 5.67%
- 9.07%
- 1-Month
- -3.95%
- -1.09%
- 3-Month
- -2.52%
- 5.12%
- 1-Year
- 17.28%
- 33.76%
- 3-Year
- 5.83%
- 8.50%
- 5-Year
- 6.75%
- 10.08%
- 10-Year
- 6.53%
- 5.80%
- Last Bull Market
- 17.31%
- 14.90%
- Last Bear Market
- -11.09%
- -23.70%
Annual Total Return (%) History
Year
FMIYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.70% | -1.75% | 5.94% | -- |
| 2023 | 10.32% | 5.10% | -1.02% | 6.28% |
| 2022 | -5.89% | -11.09% | -4.96% | 13.54% |
| 2021 | 7.12% | 3.94% | -1.83% | 4.25% |
| 2020 | -28.20% | 14.11% | 4.52% | 16.99% |
| 2019 | 8.41% | 2.77% | 0.06% | 5.15% |
| 2018 | -3.27% | 2.53% | 0.50% | -9.03% |
| 2017 | 5.69% | 3.55% | 2.81% | 2.73% |
Rank in Category (By Total Return)
| YTD | 82 |
| 1-Month | 14 |
| 3-Month | 92 |
| 1-Year | 93 |
| 3-Year | 4 |
| 5-Year | 28 |
Load Adjusted Returns
| 1-Year | 17.28% |
| 3-Year | 5.83% |
| 5-Year | 6.75% |
| 10-Year | 6.53% |
Performance & Risk
| YTD Return | 8.78% |
| 5y Average Return | 6.97% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.78 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Large Blend |
| Fund Family | FMI Funds |
| Net Assets | 4.49B |
| YTD Return | 5.67% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2010 |
Fund Summary
The fund invests mainly in a limited number of large capitalization (namely, companies with more than $5 billion market capitalization at the time of initial purchase) value stocks of foreign companies (also referred to as non-U.S. companies). It normally invests at least 65% of its total assets in the equity securities of non-U.S. companies. The majority of the fund's investments will be in companies that have global operations rather than in companies whose business is limited to a particular country or geographic region.
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