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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.

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