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Morningstar

FPA Crescent FPACX

Morningstar Analyst Rating
Analyst rating as of | See FPA Investment Hub
  • NAV / 1-Day Return 36.07  /  1.12 %
  • Total Assets 8.6 Bil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.05%
  • Turnover 20%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis FPACX

Will FPACX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FPACX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FPACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FPACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

More volatile but still versatile.

Director

Summary

| by Dan Culloton

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

Unlock our full analysis with Morningstar Investor