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FPA New Income FPNIX

Analyst rating as of
NAV / 1-Day Return
10.02  /  0.00
Total Assets
10.1 Bil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Fee Level
Average
Longest Manager Tenure
16.31 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,500
Status
Limited
TTM Yield
2.03%
Effective Duration
1.52 years
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Morningstar’s Analysis

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Summary

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FPA New Income’s specialty is its resilience, rooted in a mix of strong, experienced management and a meticulous process. It carries a Morningstar Analyst Rating of Bronze.

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