Markets

Overview of FPA Crescent Fund (FPACX)

FPA Crescent ( FPACX ) a Zacks Ranked #4 (Sell) seeks to achieve its objective by investing in both the equity and fixed income securities of a company. This is because the advisor believes that this combination broadens the universe of opportunities for the Portfolio, offers additional diversification and helps to lower volatility.

This Allocation Balanced fund, as of the last filing, allocates their fund in three major groups; Large Value, Foreign Bond, Foreign Stock. Further, as of the last filing, ORACLE CORP, MICROSOFT CORP and AON PLC were the top holdings for FPACX.

The FPA Crescent fund, managed by FPA Funds , carries an expense ratio of 1.11. Moreover, FPACX requires a minimal initial investment of $1,500.

FPACX has given negative return in the last 1 year period. The fund's return over the 1 year benchmark is -2.39%. To see how this fund performed compared in its category, please click here .

FPACX's performance, as of the last filing, when compared to funds in its category was in the top 49% in 1 year, top 43% over the past 3 years, and in the 33% over the past 5 years.

Zacks Premium

To see the Zacks Mutual Fund Rank for the funds you're interested in -plus, gain access to the Zacks Rank for your stocks and ETFs; Premium Screens; Equity Research Reports; Focus List portfolio of 50-longer-term stocks and more- start your 30-day free trial to Zacks Premium .

View All Zacks #1 Ranked Mutual Funds

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Get Your Free (FPACX): Fund Analysis Report

To read this article on Zacks.com click here.

Zacks Investment Research

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In This Story

FPACX

Other Topics

Mutual Funds

Latest Markets Videos