Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
FPA Mutual Funds
View all of FPA’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
FPA Funds List
Share Class Type
1 to 11 of 11 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 | 8.49% | 18 | 1.050% | High | Institutional | $1,500 | ||
| FPA Queens Road Small Cap Value Inv | QRSVX | Small Value | 2.57% | 36 | 1.000% | Below Average | No Load | $1,500 | ||
| FPA Queens Road Value | QRVLX | Large Value | 15.11% | 2 | 0.650% | Below Average | Institutional | $100,000 | ||
| FPA Crescent | FPACX | Moderately Aggressive Allocation | 7.61% | 19 | 1.050% | High | No Load | $1,500 | ||
| FPA Crescent Fund Investor | FPFRX | Moderately Aggressive Allocation | — | — | 1.150% | High | No Load | $1,500 | ||
| FPA Flexible Fixed Income | FPFIX | Nontraditional Bond | — | 1.27% | 60 | 0.550% | Low | Institutional | $100,000 | |
| FPA Flexible Fixed Income Advisor | FFIAX | Nontraditional Bond | — | 1.27% | 66 | 0.600% | Low | No Load | $1,500 | |
| FPA New Income | FPNRX | Short-Term Bond | — | 0.91% | 63 | 0.550% | Below Average | No Load | $1,500 | |
| FPA New Income Institutional | FPNIX | Short-Term Bond | — | — | — | 0.450% | Below Average | No Load | $1,500 | |
| FPA Queens Road Small Cap Value Advisor | QRSAX | Small Value | 3.93% | 50 | 0.930% | Below Average | No Load | $50,000 | ||
| FPA Queens Road Small Cap Value Instl | QRSIX | Small Value | 3.50% | 33 | 0.830% | 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 Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank