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FPA Flexible Fixed Income FPFIX

Quantitative rating as of
  • NAV / 1-Day Return 9.83  /  0.00
  • Total Assets 685.4 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.520%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.92%
  • Effective Duration 1.39 years

Morningstar’s Analysis FPFIX

Will FPFIX outperform in future?

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

Summary

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A sound investment process and strong management team underpin FPA Flexible Fixed Income's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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