Skip to Content
Analyst rating as of
NAV / 1-Day Return
34.28  /  0.15 %
Total Assets
8.4 Bil
Adj. Expense Ratio
0.960%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
29.51 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.24%
Turnover
20%

Morningstar’s Fund Analysis FPACX

Will FPACX outperform in future?

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

More volatile but still versatile.

Summary

|

FPA Crescent looks more aggressive, but its unconventional approach and seasoned managers still earn a Morningstar Analyst Rating of Gold.

Unlock our full analysis with Morningstar Investor