FMIOX Rating, Research - Fmi Focus

Fmi Focus (fmiox)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 28

Threats + Weaknesses = 11

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fmiox mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fmi Focus (FMIOX) Description: FMIOX is a mutual fund, which is an investment that owns a basket of assets. The FMIOX mutual fund was provided by Fmi and this investment vehicle derives the majority of its value from equity holdings (stocks). Fmis mutual fund has a long management tenure and is in the average fund size classification. FMIOXs minimum initial investment amount is $1000 while the IRA minimum is $1000. FMIOXs expense ratio is roughly 1%. The latest FMIOXs front end load was 0% and the back end load was 0%. The Fmi Focus (FMIOX) mutual fund falls under the small mixed category. FMIOX focuses its investments in USA and FMIOX is not affiliated with a particular industry or fund sector. The Fmi Focus (FMIOX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FMIOXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FMIOXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund primarily invests in equity securities (see equity research) of micro-, small- and/or mid-cap companies with market capitalizations up to $10 billion. The fund normally invests at least 65% of assets in the equity securities (see equity research). At least 75% of these securities are issued by micro-cap, small-cap and/or mid-cap companies. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 25% of net assets in foreign securities.

Management Analysis Update

Performance Analysis Update