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Analyst rating as of
NAV / 1-Day Return
36.75  /  0.35 %
Total Assets
10.3 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.130%
Fee Level
High
Longest Manager Tenure
28.64 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.71%
Turnover
29%
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Morningstar’s Analysis

Will FPACX outperform in future?

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

More volatile and more versatile.

Summary

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FPA Crescent is an unconventional allocation strategy whose share classes still earn Morningstar Analyst Ratings of Gold for its quirky yet effective approach.

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