Breaking News
Get 40% Off 0
🎁 💸 Warren Buffett's Top Picks Are Up +49.1%. Copy Them to Your Watchlist – For Free Copy Portfolio
Close

Fmi International Fund Institutional Class (FMIYX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
36.64 +0.23    +0.63%
31/05 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  FMI Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.77B
FMI International Institutional 36.64 +0.23 +0.63%

Fmi International Fund Institutional Class Overview

 
On this page you'll find an in-depth profile of Fmi International Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of FMIYX among other information.
Category

Foreign Large Blend

Total Assets

3.77B

Expenses

0.80%

Inception Date

42674

Investment Strategy

The investment seeks long-term capital appreciation. 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.

Contact Information

Address 225 East Mason Street
Milwaukee,WI 53202
United States
Phone +1 8008115311

Top Executives

Name Title Since Until
Julia L. Ramon Research Analyst 2021 Now
Biography Julia L. Ramon, CFA joined Fiduciary Management, Inc. full time in 2020. She is primarily responsible for equity research covering a wide range of industries. Julia worked during the summer of 2019 as a research intern at FMI and joined the team permanently after completing her BBA degree from the University of Wisconsin and an MS degree from the University of Wisconsin Applied Security Analysis Program.
Dain C. Tofson Research Analyst 2019 Now
Biography Dain C. Tofson, CFA®, has been employed by Fiduciary Management since July 2019 as a Research Analyst, and prior to his employment Mr. Tofson was a member of Artisan Partners Global Value Equity Team from 2017 – 2019, worked at Institutional Capital LLC from 2014 – 2017, and attended the Booth School of Business at the University of Chicago.
Benjamin D. Karek Research Analyst 2018 Now
Biography Mr. Karek joined Fiduciary Management, Inc. full time in 2017. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. Prior to joining Fiduciary, Mr. Karek earned a BA from the University of Michigan, and was a US Army officer, earning the bronze star medal for meritorious service in combat. Mr. Karek worked during the summer of 2016 as a research intern at FMI, and joined the team permanently after completing his MBA degree from Columbia Business School. Mr. Karek is a CFA level III candidate.
Jordan S Teschendorf - 2016 Now
Biography Mr. Teschendorf joined Fiduciary Management, Inc. full time in 2015. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. He worked during the summer of 2014 as a research intern at Heartland Advisors, and joined the FMI team permanently after receiving a BBA degree from the University of Wisconsin and an MS degree from the University of Wisconsin-Applied Securities Program. He is a member of the CFA Society of Milwaukee, and he has earned the right to use the Chartered Financial Analyst designation.
Matthew T. Sullivan Research Intern 2014 Now
Biography Mr. Sullivan joined Fiduciary Management, Inc. full time in 2013. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. Mr. Sullivan worked during the summer of 2012 as a research intern at FMI, and joined the team permanently after completing his BA degree from Brown University. He is a member of the CFA Society of Milwaukee, and he has earned the right to use the Chartered Financial Analyst designation.
Robert M. Helf Portfolio Manager 2010 Now
Biography Mr. Helf joined Fiduciary Management, Inc. in 1998. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. Prior to joining Fiduciary, Mr. Helf was a research analyst with Robert W. Baird (1990-1992) and then Everen Securities (1994-1997). Mr. Helf received a BS degree from the University of Southern California and an MS degree from the University of Wisconsin-Applied Securities Program. He is a member of the CFA Society of Milwaukee, and he has earned the right to use the Chartered Financial Analyst designation.
Daniel G. Sievers Research Analyst 2010 Now
Biography Mr. Sievers joined Fiduciary Management, Inc. in 2009. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. Prior to joining Fiduciary, Mr. Sievers was employed at Evergreen Investment Management Company, LLC (2008-2009). Mr. Sievers received a BS degree from Boston College. He is a member of the CFA Society of Milwaukee, and he has earned the right to use the Chartered Financial Analyst designation.
Jonathan T. Bloom Director of Research - Internaitonal 2010 Now
Biography Jonathan T. Bloom, CFA, joined Fiduciary Management, Inc. in 2010. He serves as Co-Chief Investment Officer and is a partner at the firm. Jonathan works with the firm’s analysts on vetting new research ideas. He is a partner and member of the firm’s Portfolio Management Committee. Jonathan received a BA degree from Brown University and an MBA from Columbia Business School. He is a member of the CFA Society of Milwaukee and has earned the right to use the Chartered Financial Analyst designation.
Patrick J. English Analyst 2010 Now
Biography Patrick J. English, CFA, joined Fiduciary in 1986. He is the Executive Chairman and Co-Chief Investment Officer. He is also a partner and member of the Portfolio Management Committee. Pat works with the firm’s analysts in vetting new research ideas. Prior to joining FMI, Pat was a research analyst with Dodge & Cox (1985-1986). Pat received a BA degree from Stanford University. He is a member of the CFA Society of Milwaukee and has earned the right to use the Chartered Financial Analyst designation.
John S. Brandser President 2010 Now
Biography Mr. Brandser joined Fiduciary Management, Inc. in 1995. He is the President and Chief Executive Officer. He is also a partner and member of the Portfolio Management Committee. Prior to joining FMI, John was an officer with Marshall & Ilsley Corporation (1985-1995). He received a BA degree from the University of Minnesota-Duluth.
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

FMIYX Comments

Write your thoughts about Fmi International Fund Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email