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Fpa Crescent Fund (FPACX)

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40.52 +0.22    +0.55%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 7.09B
Type:  Fund
Market:  United States
Issuer:  FPA
Underlying:  S&P 500 TR
Asset Class:  Equity
FPA Crescent 40.52 +0.22 +0.55%

FPACX Overview

 
Find basic information about the Fpa Crescent Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FPACX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.08%
Prev. Close40.3
Risk Rating
TTM Yield1.22%
ROE16.09%
IssuerFPA
Turnover4%
ROA6.82%
Inception DateJun 02, 1993
Total Assets7.09B
Expenses1.05%
Min. Investment1,500
Market Cap79.02B
CategoryAllocation - - 70% to 85% Equity
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Fpa Crescent Fund News


Stock market today: S&P 500 ends higher ahead of Xmas
Stock market today: S&P 500 ends higher ahead of Xmas By Investing.com - 12 hours ago

Investing.com -- The S&P 500 closed higher Tuesday in thin trading ahead of the Christmas holiday, as tech stocks continued their strong start to the week.  At 1:00 p.m. ET (18:00...

Fpa Crescent Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1154 1037 1200 1292 1663 2151
Fund Return 15.43% 3.67% 19.98% 8.91% 10.71% 7.96%
Place in category 211 139 251 17 24 74
% in Category 69 47 80 10 13 36

Top Funds for Allocation--70% to 85% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Income Fund of Amer 76.52B 14.47 6.69 6.95
  Vanguard LifeStrategy Growth Inv 22.66B 16.17 5.57 8.14
  American Funds Income Fund of A R6 21.56B 14.81 7.02 7.26
  American Funds Income Fund of Ame 13.82B 14.71 6.91 7.15
  American Funds Growth and Inc A 12.53B 17.03 6.70 8.54

Top Holdings

Name ISIN Weight % Last Change %
  Meta Platforms US30303M1027 3.20 607.75 +1.32%
  Alphabet A US02079K3059 3.05 196.11 +0.76%
  Analog Devices US0326541051 3.01 218.09 +1.49%
  Holcim CH0012214059 2.84 87.38 +1.49%
  Comcast US20030N1019 2.78 38.40 +1.11%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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