Skip to Content
Analyst rating as of
NAV / 1-Day Return
31.59  /  0.69 %
Total Assets
9.4 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.210%
Fee Level
Above Average
Longest Manager Tenure
27.40 years
Category
US Fund Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.16%
Turnover
23%
Premium

Morningstar’s Analysis

Will FPACX outperform in future?

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

Made for these times.

Summary

| |

FPA Crescent's seasoned managers and contrarian approach can still set the fund up well for what comes next; it keeps its Morningstar Analyst Rating of Gold.

Unlock our full analysis with Morningstar Premium