Skip to Content
Analyst rating as of
NAV / 1-Day Return
33.27  /  0.18 %
Total Assets
9.3 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.130%
Fee Level
High
Longest Manager Tenure
28.97 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.77%
Turnover
20%
Premium

Morningstar’s Analysis

Will FPACX outperform in future?

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

More volatile but still versatile.

Summary

| |

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 Premium