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 | 16.33% | 38 | 0.490% | ||
| FPA Global Allocation ETF | FPAA | Global Moderate Allocation | — | — | — | 0.490% | |
| FPA Short Duration Government ETF | FPAS | Short Government | — | −1.16% | 100 | 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.