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FMI International Institutional (FMIYX)

36.96 +0.17 (+0.46%)
At close: 8:00 PM EST

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 21.96%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

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

Risk Statistics

3 Years5 Years10 Years
FMIYXCategory AverageFMIYXCategory AverageFMIYXCategory Average
Alpha 3.57 -0.01 1.38 -0.01 2.32 0.01
BETA 0.78 0.01 0.9 0.01 0.78 0.01
Mean Annual Return 0.56 0.01 0.67 0.01 0.6 0.01
R-squared 78.16 0.95 83.24 0.94 77.16 0.93
Standard Deviation 14.66 0.18 17.04 0.15 13.32 0.15
Sharpe Ratio 0.19 0 0.32 0.01 0.41 0
Treynor Ratio 2.33 0.07 4.71 0.09 6.1 0.05

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