Skip to Content
Analyst rating as of
NAV / 1-Day Return
40.31  /  1.44 %
Total Assets
10.9 Bil
Adj. Expense Ratio
1.150%
Expense Ratio
1.230%
Fee Level
Above Average
Longest Manager Tenure
27.95 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.25%
Turnover
29%
Premium

Morningstar’s Analysis

Will FPACX outperform in future?

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

More volatile and more versatile.

Summary

| |

FPA Crescent is an unconventional allocation strategy whose share classes still earn Morningstar Analyst Ratings of Gold for its quirky yet effective approach.

Unlock our full analysis with Morningstar Premium