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FPA Queens Road Value QRVLX

Quantitative rating as of | See FPA Investment Hub
  • NAV / 1-Day Return 24.98  /  0.04 %
  • Total Assets 41.9 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.47%
  • Turnover 4%

Morningstar’s Analysis QRVLX

Will QRVLX outperform in future?

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

Summary

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A sound investment process and strong management team underpin FPA Queens Road Value's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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