FMI Common Stock Fund Investor Class (FMIMX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
FMI Common Stock Fund Investor Class (FMIMX) trades at $39.49 with AI Score 46/100 (Grade C). FMI Common Stock Fund Investor Class (FMIMX) primarily invests in small- to medium-capitalization companies. Market cap: $1.87B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for FMIMX: FMIMX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FMIMX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FMIMX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
FMI Common Stock Fund Investor Class (FMIMX) Financial Services Profile
FMI Common Stock Fund Investor Class (FMIMX) is a financial services fund focused on small- to medium-capitalization companies, allocating the majority of its assets to common stocks, including foreign entities through ADRs, within the broader asset management industry, operating with a beta of 0.92.
What Is the Investment Thesis for FMIMX?
FMI Common Stock Fund Investor Class (FMIMX) presents an investment opportunity centered on its focused strategy of investing in small- to medium-capitalization companies. With a beta of 0.92, the fund exhibits market sensitivity. The fund's commitment to allocating at least 80% of its net assets to common stocks, including foreign companies through ADRs, provides exposure to potential growth in both domestic and international markets. However, the absence of dividend payouts may deter income-focused investors. The fund's performance is directly tied to the performance of its underlying holdings and the overall market conditions affecting small- to medium-cap companies. Investors may want to evaluate the fund's investment strategy, risk profile, and historical performance when evaluating its suitability for their portfolios.
Based on FMP financials and quantitative analysis
FMIMX Key Highlights
FMIMX focuses on small- to medium-capitalization companies, targeting those with a market cap below $7 billion at the time of initial investment.
- The fund allocates a minimum of 80% of its net assets to common stocks, demonstrating a strong commitment to equity investments.
- FMIMX invests in foreign companies through American Depositary Receipts (ADRs), providing international market exposure.
- The fund operates with a beta of 0.92, indicating moderate volatility relative to the broader market.
- FMIMX does not offer dividend payouts, which may influence its attractiveness to income-seeking investors.
Who Are FMIMX's Competitors?
FMIMX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ABSIX AB Discovery Value Fund Class I | $23.70 | -0.71% | $2.55B | 46 |
| BCSFX Brown Capital Management International Small Company Fund Institutional Shares | $22.96 | -0.43% | $1.37B | 50 |
| BCSVX Brown Capital Management International Small Company Fund Investor Shares | $22.46 | -0.44% | $1.40B | 46 |
| DGAGX BNY Mellon Appreciation Fund, Inc. Investor Shares | $37.29 | +0.35% | $1.88B | 44 |
| GTSGX Madison Mid Cap Fund Class Y | $17.56 | -0.57% | $1.76B | 46 |
| TSLX Sixth Street Specialty Lending, Inc. | $18.77 | +0.37% | $1.78B | 68 |
| CET Central Securities Corp. | $54.21 | -0.90% | $1.60B | 70 |
| GCMG GCM Grosvenor Inc. | $13.47 | -2.25% | $2.52B | 95 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FMIMX's Key Strengths?
Focused investment strategy on small- to medium-capitalization companies.
- Diversification through investments in both domestic and foreign companies via ADRs.
- Experienced investment team with expertise in the small- to medium-cap market segment.
What Are FMIMX's Weaknesses?
Concentration risk associated with investing primarily in small- to medium-cap companies.
- Absence of dividend payouts may deter income-seeking investors.
- Performance is subject to market fluctuations and the performance of underlying holdings.
What Could Drive FMIMX Stock Higher?
Potential for increased investor interest in small- to medium-capitalization companies.
- Growing demand for sustainable investment options may drive interest in ESG-focused strategies.
- Launch of new investment products or strategies to diversify product offerings.
What Are the Key Risks for FMIMX?
Market volatility and economic uncertainty impacting small- to medium-cap companies.
- Increased competition from other asset management firms.
- Regulatory changes or compliance requirements increasing operating costs.
- Dependence on the performance of underlying holdings and market conditions.
What Are the Growth Opportunities for FMIMX?
- Expansion into Underserved Markets: FMIMX can explore growth by targeting underserved segments within the small- to medium-capitalization market. This includes identifying niche industries or geographic regions with high growth potential. By focusing on these areas, FMIMX can differentiate itself from competitors and attract investors seeking specialized exposure. The timeline for this expansion can be within the next 1-3 years, contingent on market research and strategy development. The market size for underserved segments within the small- to medium-cap space is estimated to be substantial, potentially adding several billion dollars in assets under management.
- Enhancing Digital Presence and Investor Engagement: FMIMX can improve its digital presence and investor engagement through online platforms and educational resources. This includes developing a user-friendly website, creating informative content, and engaging with investors through social media. By enhancing its digital capabilities, FMIMX can attract new investors and strengthen relationships with existing clients. The timeline for this initiative can be within the next 6-12 months, with ongoing efforts to maintain and improve the digital platform. The potential market size for online investment platforms is significant, with millions of investors seeking convenient and accessible investment options.
- Developing Sustainable Investment Strategies: FMIMX can capitalize on the growing demand for sustainable investing by developing investment strategies that incorporate environmental, social, and governance (ESG) factors. This includes creating ESG-focused funds and integrating ESG considerations into existing investment processes. By offering sustainable investment options, FMIMX can attract socially responsible investors and align its investment strategies with global sustainability trends. The timeline for this development can be within the next 1-2 years, with ongoing efforts to refine and expand the sustainable investment offerings. The market size for sustainable investing is rapidly growing, with trillions of dollars in assets allocated to ESG-focused investments.
- Strategic Partnerships and Alliances: FMIMX can pursue strategic partnerships and alliances with other financial institutions, such as brokerage firms, wealth management companies, and retirement plan providers. These partnerships can expand FMIMX's distribution network and reach new investors. By collaborating with established players in the financial industry, FMIMX can leverage their expertise and resources to accelerate growth. The timeline for establishing strategic partnerships can be within the next 1-2 years, depending on the complexity of the partnerships. The potential market size for strategic alliances is substantial, with access to millions of potential investors through partner networks.
- Product Diversification and Innovation: FMIMX can diversify its product offerings by introducing new investment strategies and fund types. This includes exploring alternative investment options, such as private equity, real estate, or infrastructure. By expanding its product range, FMIMX can cater to a wider range of investor needs and preferences. The timeline for product diversification can be within the next 2-3 years, contingent on market research and product development. The potential market size for alternative investments is significant, with institutional investors and high-net-worth individuals seeking diversification beyond traditional asset classes.
What Are FMIMX's Competitive Advantages?
- Established investment process focused on small- to medium-capitalization companies.
- Experience in managing portfolios of common stocks and ADRs.
- Access to research and expertise in the small- to medium-cap market segment.
What Does FMIMX Do?
FMI Common Stock Fund Investor Class (FMIMX) is an asset management fund that concentrates its investments in small- to medium-capitalization companies. These companies typically have a market capitalization of less than $7 billion at the time of initial purchase. The fund's investment strategy emphasizes companies listed or traded on a national securities exchange or association. A core principle of FMIMX is to allocate a significant portion of its assets to common stocks. Under normal market conditions, the fund invests at least 80% of its net assets in common stocks. This allocation includes common stocks of foreign companies, primarily accessed through American Depositary Receipts (ADRs) or American Depositary Shares (ADSs), which are dollar-denominated securities of foreign issuers traded in the U.S. This approach allows FMIMX to provide investors with exposure to international markets while maintaining trading convenience and transparency. The fund operates within the asset management sector, providing investors a vehicle to access a diversified portfolio of small- to medium-cap companies.
What Products and Services Does FMIMX Offer?
- Invests primarily in common stocks of small- to medium-capitalization companies.
- Targets companies with market capitalization below $7 billion at the time of initial purchase.
- Allocates at least 80% of net assets to common stocks under normal market conditions.
- Invests in foreign companies through American Depositary Receipts (ADRs).
- Operates as an asset management fund within the financial services sector.
- Provides investors with exposure to a diversified portfolio of small- to medium-cap companies.
How Does FMIMX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- Aims to achieve capital appreciation for investors through strategic investments in small- to medium-cap companies.
- Manages investment portfolios according to specific investment objectives and risk parameters.
What Industry Does FMIMX Operate In?
FMI Common Stock Fund Investor Class (FMIMX) operates within the asset management industry, which is characterized by a diverse range of investment strategies and fund types. The industry is influenced by market trends, economic conditions, and regulatory changes. FMIMX's focus on small- to medium-capitalization companies differentiates it from larger funds that invest primarily in large-cap stocks. The fund competes with other asset management firms offering similar investment strategies, such as ABSIX, BCSFX, BCSVX, DGAGX, and GTSGX. The asset management industry is subject to regulatory oversight and is sensitive to market fluctuations.
Who Are FMIMX's Key Customers?
- Individual investors seeking exposure to small- to medium-capitalization companies.
- Institutional investors, including pension funds, endowments, and foundations.
- Financial advisors and wealth managers seeking investment solutions for their clients.
FMI Common Stock Fund Investor Class (FMIMX) Valuation Context
Relative to its peer group, FMIMX's quantitative score of 46/100 is roughly in line with the peer average of 46/100.
FMIMX Financials
Bull Case vs Bear Case
Bull Case
- Focused investment strategy on small- to medium-capitalization companies.
- Diversification through investments in both domestic and foreign companies via ADRs.
- Experienced investment team with expertise in the small- to medium-cap market segment.
- Ongoing: Potential for increased investor interest in small- to medium-capitalization companies.
Bear Case
- Concentration risk associated with investing primarily in small- to medium-cap companies.
- Absence of dividend payouts may deter income-seeking investors.
- Performance is subject to market fluctuations and the performance of underlying holdings.
- Potential: Market volatility and economic uncertainty impacting small- to medium-cap companies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
FMIMX Latest News
No recent news available for FMIMX.
FMIMX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FMIMX.
Price Targets
Wall Street price target analysis for FMIMX.
FMIMX MoonshotScore
What does this score mean?
The MoonshotScore rates FMIMX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
FMI Common Stock Fund Investor Class Financial Services Stock: Key Questions Answered
What does the AI Score mean for FMIMX?
FMIMX holds an AI Score of 46/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. FMI Common Stock Fund Investor Class (FMIMX) primarily invests in small- to medium-capitalization companies. The fund allocates at least 80% of its net assets to common stocks, including foreign …
What does FMI Common Stock Fund Investor Class do?
FMI Common Stock Fund Investor Class (FMIMX) is an asset management fund that focuses on investing in small- to medium-capitalization companies. The fund allocates at least 80% of its net assets to common stocks, including foreign companies through American Depositary Receipts (ADRs).
What are the main risks for FMIMX?
The main risks for FMI Common Stock Fund Investor Class (FMIMX) include market volatility, economic uncertainty, and increased competition from other asset management firms. The fund's concentration in small- to medium-capitalization companies exposes it to greater volatility compared to funds investing in larger, more established companies.
How does FMI Common Stock Fund Investor Class generate revenue in financial services?
FMI Common Stock Fund Investor Class (FMIMX) generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's assets under management (AUM). The fund charges investors a fee for managing their investments and providing access to a diversified portfolio of small- to medium-capitalization companies.
What are the key factors influencing the performance of FMI Common Stock Fund Investor Class?
The performance of FMI Common Stock Fund Investor Class (FMIMX) is influenced by several key factors, including the performance of its underlying holdings, overall market conditions, and the fund's investment strategy. The fund's success depends on its ability to select and manage investments in small- to medium-capitalization companies that generate attractive returns.
What are the key factors to evaluate for FMIMX?
FMI Common Stock Fund Investor Class (FMIMX) holds an AI score of 46/100 (low). FMI Common Stock Fund Investor Class (FMIMX) presents an investment opportunity centered on its focused strategy of investing in small- to medium-capitalization companies. Not financial advice.
How frequently does FMIMX data refresh on this page?
FMIMX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven FMIMX's recent stock price performance?
FMI Common Stock Fund Investor Class (FMIMX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focused investment strategy on small- to medium-capitalization companies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FMIMX overvalued or undervalued right now?
FMI Common Stock Fund Investor Class (FMIMX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for FMIMX, limiting the depth of insights.
- Financial data based on available information and may not be fully comprehensive.