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The FMI Provident Trust Fund is a non-diversified core growth equity fund seeking to exceed domestic stock market index returns (the S&P 500 and the Russell MidCap) over full investment cycles (typically about 5-7 calendar years including both a 30% advance and a 20% decline). FMI Provident Trust Strategy Fund can flexibly allocate assets between stocks, bonds, and money markets to moderate volatility and selects common stocks of all market capitalizations based on relative forward return potential. Stock selection criteria include improving revenue and earnings growth, increasing margins, significant management stock ownership, and upward valuation potential.
Please refer to the prospectus for a more detailed explanation of the FMI Provident Trust Strategy Fund, the management, and an application.
