FPA US Core Equity Fund's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 10.65 / 0.28 %
- Total Assets 50.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.160%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 1,500
- Status Open
- TTM Yield 0.00
- Turnover 23%
Morningstar’s Analysis FPPFX
Will FPPFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.