QRVLX – FPA Queens Road Value Investment Strategy

Strategy

The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing primarily in the equity securities (common stocks, preferred stocks and convertible securities) of U.S. companies. Investments will be made based on their potential for capital growth without limitation on issuer capitalization.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
QRVLX	FPA Queens Road Value Fund	Institutional	Open			Jun 13, 2002	$55.26M	0.740%	Above Average	$100,000	−$1.13M

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FPA Queens Road Value Fund QRVLX Strategy

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