Here you can find all mutual funds issued by FPA and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: FPA
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPA Crescent Fund | Diversified Portfolio | Jun 1, 1993 | 1.00% | 12.14% | 7.75% | 5.40% | ||||||||
FPA Flexible Fixed Income Fund | Nontraditional Bonds | Dec 30, 2018 | 0.51% | 6.36% | — | 4.61% | ||||||||
FPA New Income Fund | Short-Term Bond | Jul 11, 1984 | 0.45% | 5.81% | 2.52% | 4.18% | ||||||||
FPA U.S. Core Equity Fund | Large Cap Growth Equities | Apr 2, 1984 | 1.16% | — | — | — | ||||||||
FPA Queens Road Value Fund | Large Cap Value Equities | Jun 13, 2002 | 0.65% | 21.82% | 11.00% | 2.42% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years