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FPA US Core Equity Fund FPPFX

Quantitative rating as of
  • NAV / 1-Day Return 10.65  /  0.28 %
  • Total Assets 50.1 Mil
  • Adj. Expense Ratio
    1.160%
  • 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.

Summary

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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.

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