FPA Global Equity ETF FPAG

Medalist Rating as of | See FPA Investment Hub

Morningstar’s Analysis FPAG

Will FPAG outperform in the future?

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

Equity-only carveout of the flagship fund.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

FPA Global Equity ETF features skilled investors and a distinctive investment approach.

Rated on Published on

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Portfolio Holdings FPAG

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

4.11 26M
Communication Services

Meta Platforms Inc Class A

3.94 25M
Communication Services

International Flavors & Fragrances Inc

3.80 24M
Basic Materials

Analog Devices Inc

3.78 24M
Technology

Citigroup Inc

3.29 21M
Financial Services

Heineken Holding NV

3.23 20M
Consumer Defensive

Becton Dickinson & Co

3.16 20M
Healthcare

Amazon.com Inc

2.81 18M
Consumer Cyclical

Safran SA

2.56 16M
Industrials

Arthur J. Gallagher & Co

2.54 16M
Financial Services

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