FPA Crescent Fund FPACX

Medalist Rating as of Apr 25, 2026 See FPA Investment Hub

NAV and 1-Day Return as of Nov 7, 2026, 1:11:04 AM

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

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.

Chris Tate

Senior Analyst

FPA Crescent features skilled investors and a distinctive investment approach.

by Chris Tate

Rated on Apr 25, 2026 Published on Apr 25, 2026

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Portfolio Holdings FPACX

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Analog Devices Inc	3.31	413M	Technology
Meta Platforms Inc Class A	2.52	315M	Communication Services
Alphabet Inc Class A	2.27	284M	Communication Services
Azelis Group NV	2.22	277M	Basic Materials
International Flavors & Fragrances Inc	2.11	264M	Basic Materials
Alphabet Inc Class C	2.00	250M	Communication Services
Citigroup Inc	1.90	238M	Financial Services
Heineken Holding NV	1.84	230M	Consumer Defensive
The Procter & Gamble Co. 0.01828%	1.83	228M	Cash and Equivalents
Becton Dickinson & Co	1.78	222M	Healthcare