Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
|---|---|---|---|---|---|---|---|
| FPA Global Equity ETF | FPAG | Global Large-Stock Value | 10.53% | 54 | 0.490% | ||
| FPA Global Allocation ETF | FPAA | Global Moderate Allocation | — | — | — | 0.490% | |
| FPA Short Duration Government ETF | FPAS | Short Government | — | −2.79% | 98 | 0.090% |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.