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FPA New Income FPNIX

Analyst rating as of
NAV / 1-Day Return
9.48  /  0.11 %
Total Assets
9.9 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Below Average
Longest Manager Tenure
6.88 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
1,500
Status
Open
TTM Yield
1.41%
Effective Duration
1.60 years

Morningstar’s Fund Analysis FPNIX

Will FPNIX outperform in future?

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

FPA once again shows why it deserves the trust of its investors.

Strategist

Summary

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FPA New Income has executed a long-planned management handoff and reopened to new investors. ‎It has always been shareholder-focused, though, and new fee waivers further cement that ‎reputation. It carries a Morningstar Analyst Rating of Bronze.‎

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