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FPA Capital Fund

NAS: FPPTX

GO
/zigman2/quotes/207346332/realtime

$

28.32

Change

+0.17 +0.60%

Jul 10, 2020

YTD return

-10.14%

5 yr avg return

-1.93%

Total net assets

200.40M

52 week low

52 week high

$22.47

$32.47

Yield

1.30%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.92%

12 b-1

n/a

Turnover

87.00%

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

0.37

Dividend freq.

Semiannual

Capital gain (2019)

0.18

Capital gain (YTD)

n/a

Risk Measures

Alpha

-1.18

Beta

1.01

Standard deviation

5.47

R. squared

0.79

Min. Investment

Standard (taxable)

1500

IRA

100

Compare:
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/news/latest/company/us/fpptx

MarketWatch News on FPPTX

  1. Here’s the big reason why your active fund stinks

    6:26 p.m. July 6, 2017

    - John Coumarianos

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

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

    - John Coumarianos

  3. Return of the Mutual Fund Stockpickers

    4:25 p.m. April 27, 2016

    - Barron's Online

  4. Funds drop charges, but should you bite?

    12:28 p.m. March 11, 2013

    - Chuck Jaffe

  5. Meet the best investor you’ve never heard of

    9:01 a.m. Sept. 16, 2012

    - Chuck Jaffe

  6. Investors buckle up for Mr. Market’s wild ride

    4:16 p.m. April 1, 2011

    - Jonathan Burton

  7. Large cap stocks vs small cap

    4:35 p.m. March 10, 2010

    - Kurt Brouwer

  8. Fund managers dump cash for stocks

    12:19 p.m. June 10, 2009

    - Sam Mamudi

  9. Fund manager to peers: 'We stunk'

    8:33 p.m. June 4, 2009

    - MarketWatch

  10. Mutual-fund manager tells peers: 'We stunk'

    6:19 p.m. June 3, 2009

    - Sam Mamudi

  11. Contrarian investors see reward from risky stocks

    3:39 p.m. May 8, 2009

    - Sam Mamudi

  12. For some stock-fund managers, cash is king

    3:41 p.m. Jan. 9, 2009

    - Sam Mamudi

  13. The Four Horsemen of the Market and why you should heed them

    7:38 p.m. Aug. 29, 2008

    - Jonathan Burton

  14. Stock-fund managers stockpile dollars but still earn top returns

    3:11 p.m. May 11, 2008

    - Jonathan Burton

  15. Four key lessons for investors from Morningstar conference

    2:59 p.m. July 4, 2007

    - Chuck Jaffe

  16. Vanguard closes two hot funds to new investors

    9:02 p.m. Feb. 3, 2006

    - Jonathan Burton

  17. City of Angels and Portfolio Managers

    12:01 a.m. Oct. 17, 2005

    - Barron's Online

  18. Believe It or Not

    12:01 a.m. Oct. 11, 2004

    - Barron's Online

  19. Top small-cap value funds shutting out new investors

    7:45 p.m. Aug. 9, 2004

    - Jonathan Burton

  20. Veteran fund managers see overvalued stocks, bonds

    11:41 a.m. June 24, 2004

    - Jonathan Burton

  21. Loading more headlines...

Lipper Leader

Total Return: 2 Consistent Return: 1 Preservation: 2 Tax Efficiency: 4 Expense: 5

YTD Lipper Ranking: Quintile 1 (3th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -10.14% -25.67% n/a 3% 1
1yr -6.85% -19.63% n/a 5% 1
3yr -3.84% -6.13% n/a 20% 1
5yr -1.93% -0.72% n/a 69% 4
10yr 3.73% 6.46% n/a 96% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$36,319

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Small-Cap Value Funds

Fund family

FPA Funds

Fund status

Closed

Fund inception

June 28, 1968

Manager

Arik A. Ahitov

Investment Policy

The Fund seeks long-term growth through investment in a diversified portfolio of carefully selected under values common stocks.

/news/nonmarketwatch/company/us/fpptx

Other News on FPPTX

  1. FPA Capital Fund, Inc. Q4 2019 Commentary

    9:15 a.m. Feb. 17, 2020

    - Seeking Alpha

  2. Mutual Fund Misfires of the Market - February 11, 2020

    9:34 a.m. Feb. 11, 2020

    - Zacks.com

  3. FPA Capital Fund, Inc. Q2 2019 Commentary

    9:54 a.m. Aug. 21, 2019

    - Seeking Alpha

  4. FPA Capital Fund, Inc. Q3 2018 Commentary

    7:45 a.m. Nov. 12, 2018

    - Seeking Alpha

  5. FPA Capital Fund, Inc. Q2 2018 Commentary

    8:45 a.m. Aug. 13, 2018

    - Seeking Alpha

  6. FPA Capital Fund, Inc. Q1 2018 Commentary

    6:23 a.m. May 1, 2018

    - Seeking Alpha

  7. Why FPA Capital Fund (FPPTX) Worth Another Look?

    5:57 a.m. March 27, 2017

    - Zacks.com

  8. FPA Capital Fund 4Q16 Commentary

    3:04 a.m. Feb. 11, 2017

    - Seeking Alpha

  9. FPA Capital Fund 3Q16 Commentary

    3:36 p.m. Nov. 18, 2016

    - Seeking Alpha

  10. FPA Capital Fund Q3 2016 Commentary; Up 12.28%

    3:55 p.m. Oct. 22, 2016

    - Seeking Alpha

  11. Concentrated Investing Can Boost Portfolio Returns

    11:15 a.m. April 22, 2016

    - Seeking Alpha

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

    8:44 p.m. April 6, 2015

    - Seeking Alpha

  13. With Stocks So High, Should Investors Move to Cash?

    2:32 a.m. Aug. 4, 2014

    - The Wall Street Journal Interactive Edition

  14. Bob Rodriguez of FPA Capital Reveals Four New Adds, No New Buys

    7:07 p.m. July 23, 2012

    - GuruFocus.com

  15. The Year of Wall Street's Fallen Idols

    10:35 a.m. Nov. 14, 2008

    - The Wall Street Journal Interactive Edition

  16. How Fund Manager Didn't Lose a Bundle

    5:23 p.m. March 31, 2008

    - The Wall Street Journal Interactive Edition

  17. Loading more headlines...
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