FPACX Mutual Fund

FPACX Mutual Fund (FPA Crescent Fund Institutional Class) is managed by FPA Investors First with $7.85B in net assets. FPACX expense ratio is 1.05%, holding 146 positions across sectors including Communication Services, Health Care, Information Technology. Inception date: 1993-06-02.

FPACX performance shows a YTD return of 8.43%. The 1-year return is 11.07% and the 5-year return is 9.28%. FPACX dividend yield stands at 2.70%, paid semi-annually.

FPACX top holdings include Analog Devices (3.3%), Meta Platforms Inc (2.5%), Alphabet Inc. C (2.3%), Azelis Corporate Services NV (2.2%), International Flavors & Fragrances 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.