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 34.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

4.41 24M
Communication Services

Analog Devices Inc

4.21 23M
Technology

Vanguard 0-3 Month Treasury Bill ETF

3.69 20M

Citigroup Inc

3.58 20M
Financial Services

International Flavors & Fragrances Inc

3.50 19M
Basic Materials

Heineken Holding NV

3.48 19M
Consumer Defensive

Meta Platforms Inc Class A

3.32 18M
Communication Services

Safran SA

2.97 16M
Industrials

Amazon.com Inc

2.89 16M
Consumer Cyclical

Arthur J. Gallagher & Co

2.86 16M
Financial Services

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