FPACX – Fund Analysis – FPA Crescent | Morningstar

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Will FPACX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the FPACX 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 FPACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lot to like, just less than before.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

FPA Crescent is very capably led, but its atypical approach is not necessarily best-in-class.

by Chris Tate

Rated on Mar 6, 2024 Published on Mar 6, 2024

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