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Morningstar

FPA Global Equity ETF FPAG

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FPAG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FPAG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FPAG’s parent organization’s priorities and whether they’re in line with investors’ interests.

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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FPAG

More FPAG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

6.38 6.5 Mil
Communication Services

Holcim Ltd

5.90 6.0 Mil
Basic Materials

Meta Platforms Inc Class A

5.35 5.4 Mil
Communication Services

Analog Devices Inc

5.13 5.2 Mil
Technology

Citigroup Inc

4.88 4.9 Mil
Financial Services

Comcast Corp Class A

4.78 4.8 Mil
Communication Services

TE Connectivity Ltd

4.58 4.6 Mil
Technology

Alphabet Inc Class C

4.17 4.2 Mil
Communication Services

International Flavors & Fragrances Inc

3.84 3.9 Mil
Basic Materials

Wells Fargo & Co

3.66 3.7 Mil
Financial Services