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Quantitative rating as of
NAV / 1-Day Return
28.30  /  1.05 %
Total Assets
200.4 Mil
Adj. Expense Ratio
0.830%
Expense Ratio
0.890%
Fee Level
Below Average
Longest Manager Tenure
7.02 years
Category
US Fund Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
1,500
Status
Limited
TTM Yield
1.30%
Turnover
87%
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Morningstar’s Analysis

Will FPPTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, their past ratings decisions, and the data used to support those decisions. The machine-learning model is then applied to the “uncovered” fund universe to create the Morningstar Quantitative Rating (denoted on this page by a ), which is analogous to the rating a Morningstar analyst might assign to the fund if an analyst covered the fund. These quantitative rating predictions make up what we call the Morningstar Quantitative Rating™ for funds. Click here for more on how to use these ratings.

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