FPA Mutual Funds
FPA Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 3 of 3 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
FPA Crescent Supra Institutional | FPCSX | Moderately Aggressive Allocation | 13.13% | 68 | 0.990% | High | Institutional | $1,500 | ||
FPA Queens Road Small Cap Value Inv | QRSVX | Small Value | 8.04% | 52 | 0.960% | Below Average | No Load | $1,500 | ||
FPA Queens Road Value | QRVLX | Large Value | 21.78% | 5 | 0.650% | Below Average | Institutional | $100,000 |
FPA Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank