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FPA Crescent Fund

NAS: FPACX

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/zigman2/quotes/203740457/realtime

$

30.49

Change

+0.21 +0.69%

Jul 8, 2020

YTD return

-7.71%

5 yr avg return

4.21%

Total net assets

10.01B

52 week low

52 week high

$24.57

$34.83

Yield

2.33%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

2.00%

Total expense ratio

1.07%

12 b-1

n/a

Turnover

23.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.11

Dividend freq.

Semiannual

Capital gain (2019)

0.77

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.54

Beta

0.84

Standard deviation

4.25

R. squared

0.86

Min. Investment

Standard (taxable)

1500

IRA

n/a

Compare:
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/news/latest/company/us/fpacx

MarketWatch News on FPACX

  1. In Volatile Markets, Cash Can Be Friend or Foe for Mutual Funds

    9:30 p.m. April 10, 2020

    - Barron's Online

  2. A Winning Mutual Fund Prepares for the Next Storm

    7:38 p.m. Feb. 26, 2019

    - Barron's Online

  3. This mutual fund manager knew how to make your money grow

    4:22 p.m. Dec. 15, 2016

    - John Coumarianos

  4. Closed-End Funds are Best for Today’s Market

    2:44 a.m. April 23, 2016

    - Barron's Online

  5. Why now could be high time for high-yield bonds

    6:08 a.m. Feb. 18, 2016

    - John Coumarianos

  6. Your portfolio may not be as safe as you think

    5:01 a.m. Sept. 8, 2015

    - Conrad de Aenlle

  7. What’s in a Name? For Funds, It’s Performance

    3:37 p.m. Dec. 9, 2015

    - Barron's Online

  8. Managing the Managers

    2:25 p.m. April 27, 2016

    - Barron's Online

  9. As the Market Slows, Play Offense and Defense

    8:09 p.m. May 29, 2015

    - Barron's Online

  10. 5 stock funds you’ll want to own in the next bear market

    6:01 a.m. April 27, 2015

    - John Coumarianos

  11. Need income? Try a balanced fund

    5:00 a.m. July 28, 2014

    - Michael Fabian

  12. Watch Out for Fund Changes

    2:52 a.m. April 5, 2014

    - Barron's Online

  13. The Jennifer Lawrence of investing?

    9:36 a.m. Jan. 22, 2014

    - Chuck Jaffe

  14. Shiller P/E is a useful market valuation tool

    5:45 p.m. March 18, 2013

    - John Coumarianos

  15. Funds drop charges, but should you bite?

    12:28 p.m. March 11, 2013

    - Chuck Jaffe

  16. Brace yourself for meager U.S. stock returns

    7:03 a.m. Dec. 17, 2012

    - John Coumarianos

  17. Cash is king over stocks, bonds and REITs

    6:01 a.m. Oct. 5, 2012

    - John Coumarianos

  18. Loading more headlines...

Lipper Leader

Total Return: 3 Consistent Return: 4 Preservation: 2 Tax Efficiency: 2 Expense: 4

YTD Lipper Ranking: Quintile 4 (71th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -7.71% -4.82% -1.70% 71% 4
1yr -4.06% -0.88% 7.30% 71% 4
3yr 2.34% 2.92% 11.20% 61% 4
5yr 4.21% 3.46% 10.90% 39% 2
10yr 7.38% 6% 13.8% 22% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$53,407

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Flexible Portfolio Funds

Fund family

FPA Funds

Fund status

Open

Fund inception

June 2, 1993

Manager

Romick/Landecker/Selmo

Investment Policy

The Fund seeks to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital. The Fund actively invests in both the equity and debt securities of companies because the Adviser believes that this combination of securities broadens the universe of opportunities.

/news/nonmarketwatch/company/us/fpacx

Other News on FPACX

  1. FPA Crescent Fund Q3 2019 Commentary

    10:03 a.m. Nov. 29, 2019

    - Seeking Alpha

  2. FPA Crescent Fund Q2 2019 Commentary

    9:15 a.m. Aug. 21, 2019

    - Seeking Alpha

  3. FPA Crescent Fund Fourth Quarter 2018 Commentary

    9:50 a.m. Feb. 18, 2019

    - Seeking Alpha

  4. FPA Crescent Fund Q1 2018 Commentary

    6:18 a.m. May 1, 2018

    - Seeking Alpha

  5. These Are the 3 Best Mutual Funds in Existence

    3:00 p.m. March 21, 2018

    - InvestorPlace.com

  6. How To Trade Precious Metals In a Bull Market

    11:35 a.m. Jan. 18, 2018

    - InvestorPlace.com

  7. 7 All-Weather Mutual Funds for 2018 and Beyond

    12:07 p.m. Dec. 1, 2017

    - InvestorPlace.com

  8. Winning By Not Losing

    7:11 p.m. Feb. 28, 2017

    - Seeking Alpha

  9. Morningstar's U.S. Fund Manager of the Year nominees are out

    11:57 a.m. Jan. 12, 2017

    - Seeking Alpha

  10. FPA Crescent Fund Q2'16 Commentary - Gains On Energy

    5:40 a.m. Aug. 2, 2016

    - Seeking Alpha

  11. Overview of FPA Crescent Fund (FPACX)

    8:47 a.m. May 6, 2016

    - Zacks.com

  12. Some Mutual Funds Rally by Not Sticking to a Style

    2:31 a.m. April 3, 2016

    - The Wall Street Journal Interactive Edition

  13. Steven Romick Buys 3 New Stocks in Q3

    12:50 p.m. Oct. 8, 2015

    - GuruFocus.com

  14. Overview of FPA Crescent (FPACX) Fund - Tale of the Tape

    9:30 a.m. April 27, 2015

    - Zacks.com

  15. FPA International Is On Track To Being A Great Fund

    8:44 p.m. April 6, 2015

    - Seeking Alpha

  16. Haven’t Saved Enough for Retirement? Here’s How to Catch Up

    1:01 a.m. Jan. 22, 2015

    - InvestorPlace.com

  17. Need income? Try a balanced fund

    5:00 a.m. July 28, 2014

    - Michael Fabian

  18. Watch Out for Fund Changes

    2:52 a.m. April 5, 2014

    - Barrons.com

  19. After the Rally: Managers Play Defense

    5:03 p.m. March 31, 2014

    - The Wall Street Journal Interactive Edition

  20. Loading more headlines...
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