FPA Crescent is an unconventional allocation strategy whose share classes still earn Morningstar Analyst Ratings of Gold for its quirky yet effective approach.
FPA Crescent FPACX
NAV / 1-Day Return
39.67
/
0.18
%
Total Assets
10.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.050%
Expense Ratio
1.130%
Fee Level
Above Average
Longest Manager Tenure
28.31
years
Category
Allocation--50% to 70% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
—Status
Open
TTM Yield
0.51%
Turnover
29%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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 and more versatile.
