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Analyst rating as of
NAV / 1-Day Return
30.90  /  0.96 %
Total Assets
8.9 Bil
Adj. Expense Ratio
0.960%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
29.32 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.25%
Turnover
20%

Morningstar’s Fund Analysis FPACX

Will FPACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

More volatile but still versatile.

Summary

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FPA Crescent looks more aggressive, but its unconventional approach and seasoned managers still earn a Morningstar Analyst Rating of Gold.

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