FMI Common Stock Fund
Shareclass
FMI Common Stock Institutional (FMIUX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 317 out of 1,105 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
FMI Common Stock Fund FMIUX
Environment
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. nVent Electric PLC4.41% of assets$98.16M invested
- 2. AptarGroup Inc2.99% of assets$66.48M invested
- 3. Robert Half Inc1.82% of assets$40.43M invested
- 4. Genpact Ltd2.42% of assets$53.91M invested
- 5. Primerica Inc3.38% of assets$75.26M invested
- 6. Arrow Electronics Inc5.15% of assets$114.69M invested
- 7. Fortune Brands Innovations Inc2.93% of assets$65.12M invested
- 8. Henry Schein Inc4.32% of assets$96.06M invested
- 9. Louisiana-Pacific Corp1.8% of assets$39.99M invested
- 10. Valvoline Inc4.34% of assets$96.57M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Houlihan Lokey Inc Class A3.19% of assets$71.08M invested
- 2. White Mountains Insurance Group Ltd3.07% of assets$68.24M invested
- 3. Core & Main Inc Class A3.46% of assets$76.95M invested
- 4. The Timken Co2.09% of assets$46.43M invested
- 5. Skechers USA Inc Class A2.92% of assets$64.99M invested
- 6. Applied Industrial Technologies Inc1.36% of assets$30.22M invested
- 7. Hayward Holdings Inc2.76% of assets$61.41M invested
- 8. MSA Safety Inc2.18% of assets$48.58M invested
- 9. FirstCash Holdings Inc4.19% of assets$93.25M invested
- 10. Aramark5.79% of assets$128.75M invested
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Financial performance
Performance data provided by
Find more financial data on FMIUX at Morningstar.com
Find more financial data on FMIUX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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