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FPA New Income FPNIX

Analyst rating as of | See FPA Investment Hub
  • NAV / 1-Day Return 9.55  /  0.10 %
  • Total Assets 8.5 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.450%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 1,500
  • Status Limited
  • TTM Yield 2.27%
  • Effective Duration 1.70 years

Morningstar’s Analysis FPNIX

Will FPNIX outperform in future?

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

FPA once again shows why it deserves the trust of its investors.

Strategist

Summary

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FPA New Income has executed a long-planned management handoff and reopened to new investors. ‎It has always been shareholder-focused, though, and new fee waivers further cement that ‎reputation. It carries a Morningstar Analyst Rating of Bronze.‎

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