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FPA Perennial Fund (FPPFX)

Fund performance review and position details on FPA Perennial Fund (FPPFX)

    Last Trade: $ on , Change: (0%)

FPA Perennial Fund (FPPFX) HighlightFPA Perennial Fund (FPPFX) Fund Summary

FPA Perennial Fund (FPPFX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: FPA
Net Asset: $152.16M
Yield: 0%
Year-to-Date Return: -3.21%
Morningstar rating: 2

 

FPA Perennial Fund (FPPFX) CostFPA Perennial Fund (FPPFX) Cost

FPA Perennial Fund (FPPFX) various investment related cost

Initial Investment: 1,500
Total Expense Ratio (Large Blend average): 0.97% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 109.00%

 

FPA Perennial Fund (FPPFX) PerformanceFPA Perennial Fund (FPPFX) Performance

Most current FPA Perennial Fund (FPPFX) Performance

1-month Performance (Large Blend category median performance): -0.98% (1.66%)
3-month Performance (Large Blend category median performance): 3.90% (8.92%)
1 Year Performance (Large Blend category median performance): -8.14% (-1.15%)
3 Year Performance (Large Blend category median performance): 6.86% (9.43%)
5 Year Performance (Large Blend category median performance): 8.07% (10.15%)
Number of Years of positive return: 25 years
Number of Years of negative return: 6 years
3 year Alpha (Large Blend category average): -3.97 (-1.74)
3 year Beta (Large Blend category average): 1.04 (1)
3 year Sharpe Ratio: 0.53
3 year Treynor: 6.52

FPA Perennial Fund (FPPFX) topholdingTop Stock Holdings in FPA Perennial Fund (FPPFX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
McKesson Corporation Common Sto5.23%0.00%
Cardinal Health, Inc. Common St5.13%0.00%
AmerisourceBergen Corporation C5.07%0.00%
Amgen Inc.5.07%0.00%
CBS Corporation Class B Common 5.05%0.00%
Ameriprise Financial, Inc. Comm4.77%0.00%
Twenty-First Century Fox, Inc.4.45%0.00%
Time Warner Inc. New Common Sto4.35%0.00%
Anthem, Inc. Common Stock4.34%0.00%
Whirlpool Corporation Common St4.31%0.00%
*Note: The price change will reset to 0 after the midnight

 

FPA Perennial Fund (FPPFX) Portfolio AllocationFPA Perennial Fund (FPPFX) Fund Portfolio Allocation

FPA Perennial Fund (FPPFX) Fund Portfolio Allocation data as of 03/2016

Stock87.91%
Bond0%
Cash9.99%
Other2.1%

 

FPA Perennial Fund (FPPFX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
FPA Perennial-8.146.868.07
Bright Rock Quality Large Cap Instl (BQLCX)5.9810.4611.67 Compare
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare

See top fund managers for Large Blend Category Funds

 

FPA Perennial Fund (FPPFX) PerformanceOther Financial Data Web Sites on FPA Perennial Fund (FPPFX)

Addition research sites for FPA Perennial Fund (FPPFX)

 

FPA Perennial Fund (FPPFX) Related ResourcesSee more information on FPA Perennial (FPPFX) Fund

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