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FPA Global Equity ETF FPAG

Medalist Rating as of | See FPA Investment Hub

Morningstar’s Analysis FPAG

Will FPAG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin FPA Global Equity ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings FPAG

  • Current Portfolio Date
  • Equity Holdings 44
  • Bond Holdings 1
  • Other Holdings 3
  • % Assets in Top 10 Holdings 44.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.90
2,295,785
Communication Services
5.17
2,012,950
Communication Services
5.07
1,971,909
Basic Materials
4.75
1,847,628
Financial Services
4.69
1,826,015
Technology
4.56
1,775,267
Communication Services
4.20
1,633,651
Technology
3.86
1,503,678
Communication Services
3.41
1,327,812
Financial Services
3.21
1,250,741
Basic Materials