FPACX Mutual Fund

FPACX Mutual Fund (FPA Crescent Fund Institutional Class) is managed by FPA Investors First with $8.04B in net assets. FPACX expense ratio is 1.05%, holding 145 positions across sectors including Communication Services, Financials, Materials. Inception date: 1993-06-02.

FPACX performance shows a YTD return of 8.01%. The 1-year return is 16.38% and the 5-year return is 9.94%. FPACX dividend yield stands at 8.25%, paid semi-annually.

FPACX top holdings include Alphabet Inc. C (3.7%), Analog Devices, Inc. (2.9%), Meta Platform Inc (2.5%), Te Connectivity Ltd. (2.2%), Citigroup Global Markets Inc. (2.1%). Go to all FPACX holdings, FPACX sectors, or FPACX dividends.

FPACX can be compared against other funds. Use FPACX overlap to find shared positions, or FPACX vs another fund for a side-by-side view. FPACX alternatives are available via the screener, along with tax-loss harvesting opportunities.