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FPA Queens Road Small Cap Value QRSVX

Quantitative rating as of
NAV / 1-Day Return
33.39  /  0.42 %
Total Assets
494.6 Mil
Adj. Expense Ratio
1.000%
Expense Ratio
1.040%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
1,500
Status
Open
TTM Yield
0.00
Turnover
10%

Morningstar’s Analysis QRSVX

Will QRSVX 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 Queens Road Small Cap Value's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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