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 Mutual Funds List
1 to 12 of 12 Results
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 | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| FPA Crescent Fund Investor Class | FPFRX | Global Moderate Allocation | 10.74% | 16 | 1.150% | High | No Load | $1,500 | ||
| FPA Crescent Fund | FPACX | Global Moderate Allocation | 10.50% | 16 | 1.050% | High | No Load | $1,500 | ||
| FPA Queens Road Small Cap Value Fund Investor Class | QRSVX | Small Value | 26.32% | 6 | 0.950% | Below Average | No Load | $1,500 | ||
| FPA Queens Road Small Cap Value Fund Advisor Class | QRSAX | Small Value | 26.34% | 6 | 0.880% | Below Average | No Load | $1,500 | ||
| FPA Crescent Fund Supra Institutional Class | FPCSX | Global Moderate Allocation | 10.58% | 16 | 0.990% | High | Institutional | $100M | ||
| FPA Queens Road Small Cap Value Fund Institutional Class | QRSIX | Small Value | 26.47% | 5 | 0.810% | Below Average | Institutional | $100,000 | ||
| FPA Flexible Fixed Income Fund | FPFIX | Nontraditional Bond | — | −0.13% | 71 | 0.550% | Low | Institutional | $100,000 | |
| FPA Flexible Fixed Income Fund Advisor Class | FFIAX | Nontraditional Bond | — | −0.08% | 71 | 0.600% | Low | No Load | $1,500 | |
| FPA New Income - Institutional | FPNIX | Short-Term Bond | — | 0.33% | 88 | 0.450% | Average | No Load | $1,500 | |
| FPA New Income - Investor | FPNRX | Short-Term Bond | — | 0.71% | 89 | 0.550% | Average | No Load | $1,500 | |
| FPA Flexible Fixed Income Fund Investor Class | FFIRX | Nontraditional Bond | — | −0.22% | 73 | 0.650% | Low | No Load | $1,500 | |
| FPA Queens Road Value Fund | QRVLX | Large Value | 8.88% | 95 | 0.750% | Above 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
United States