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FPA Crescent FPACX

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%

Morningstar’s 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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