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FPA Crescent (FPACX) Fund Ranking and Research

Ranking, Research and Recommendation of FPA Crescent (FPACX) Fund

    Last Trade: $34.49 on 7/24/2017, Change: -0.02 (-0.06%)

 

Graph of FPA Crescent Fund (FPACX) ManagerFund Manager - Steven Romick

Fund Manager Information

Fund Manager Tenure: 24.2 years
Fund Family: FPA
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Honorable Mentioning: Kiplinger (2011),

 

Graph of FPA Crescent Fund (FPACX) ProfileFPA Crescent Fund (FPACX) Profile

Fund Profile and Description

FPA Crescent Fund seeks to provide a total return consistent with reasonable investment risk, through a combination of income and capital appreciation. FPA Crescent Fund actively invests in both equity and debt securities. It invests primarily in equity securities and the balance in debt securities, cash and cash equivalents. FPA Crescent Fund may invest up to 50% of assets in foreign securities. It may invest in debt securities issued by corporations and the U.S. government and its agencies, mortgage-backed and asset-backed securities, municipal notes and bonds, commercial paper and certificates of deposit. FPA Crescent Fund may also invest up to 65% of total asset in debt securities.

 

FPA Crescent (FPACX) Fund Strength What we like about FPA Crescent (FPACX) Fund

Data for FPA Crescent Fund (FPACX) as of May 30, 2016

  • FPA Crescent Fund (FPACX) management has been with FPA Crescent Fund for 24.2 years
  • FPA Crescent Fund (FPACX) has good short-term performance (1-year return -1.71% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • FPA Crescent Fund (FPACX) has good Long-term performance (5-year return 6.81% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • FPA Crescent Fund (FPACX) ratio of up-years vs down years is greater than 2
  • FPA Crescent Fund (FPACX) has a Morningstar rating of 4 and above
  • Asset base in FPA Crescent Fund (FPACX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • FPA Crescent Fund (FPACX) has an annual stock turnover rate of 48.00% vs Allocation--50% to 70% Equity average of 53.61%. It is good that FPA Crescent management does not trade extensively for its return.
  • FPA Crescent Fund (FPACX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.44, lower than category average of 7.71
  • FPA Crescent Fund (FPACX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

FPA Crescent Fund (FPACX) Weakness What we are cautious about FPA Crescent (FPACX) Fund

Data for FPA Crescent Fund (FPACX) as of May 30, 2016

  • FPA Crescent Fund (FPACX) has a less-than-ideal mid-term performance (3-year return 5.25% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • FPA Crescent Fund (FPACX) has a higher expense ratio of 1.09% than its Allocation--50% to 70% Equity average of 0.85%
See FPA Crescent Fund (FPACX) performance details as of May 30, 2016

 

What do you think?

 

Compare FPA Crescent Fund (FPACX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
FPA Crescent1.93-1.715.256.81
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare FPA Crescent Fund (FPACX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of FPA Crescent Fund (FPACX) Net Asset TrackingFPA Crescent (FPACX) Fund Net Asset

Track net asset change of FPA Crescent fund (FPACX)

DateNet Asset
05/2016$17.10B
03/2016$17.06B
02/2016$16.94B
More historic net asset information on FPA Crescent Fund (FPACX)

  

Graph of FPA Crescent Fund (FPACX) Portfolio TrackingFPA Crescent (FPACX) Fund Portfolio Allocation

Track portfolio allocation change of FPA Crescent fund (FPACX)

DateCashStockBondOther
03/201635.14%56.75%4.36%3.44%
12/201536.78%53.85%5.47%3.61%
09/201533.55%54.04%9.76%2.31%
Click here to see more historic asset allocation information on FPA Crescent Fund (FPACX)

 

graph of FPA Crescent Fund (FPACX) Top 10 Position TrackingTop 10 Holdings in FPA Crescent (FPACX) Fund

Discover what FPA Crescent Fund (FPACX) manager is buying

Mar 30, 2016
Oracle Corporation Common Stock [5.14%]
Aon plc Class A Ordinary Shares [3.76%]
United Technologies Corporation [3.32%]
American International Group, I [2.97%]
TENCENT HOLDINGS LTD [2.86%]
Alcoa Inc. Common Stock [2.72%]
Citigroup, Inc. Common Stock [2.72%]
Naspers Ltd Class N [2.67%]
Cisco Systems, Inc. [2.62%]
Microsoft Corporation [2.58%]

Dec 30, 2015
Oracle Corporation Common Stock [4.27%]
Microsoft Corporation [3.66%]
Aon plc Class A Ordinary Shares [3.48%]
United Technologies Corporation [2.86%]
Citigroup, Inc. Common Stock [2.85%]
American International Group, I [2.81%]
TENCENT HOLDINGS LTD [2.66%]
Naspers Ltd Class N [2.54%]
TE Connectivity Ltd. New Switze [2.39%]
Alcoa Inc. Common Stock [2.33%]

Sep 29, 2015
Oracle Corporation Common Stock [4.22%]
Microsoft Corporation [3.69%]
Aon plc Class A Ordinary Shares [3.34%]
Citigroup, Inc. Common Stock [2.73%]
United Technologies Corporation [2.64%]
American International Group, I [2.58%]
TENCENT HOLDINGS LTD [2.37%]
Naspers Ltd Class N [2.32%]
Alcoa Inc. Common Stock [2.28%]
TE Connectivity Ltd. New Switze [2.21%]
Click here for Stock Holding Change Map in FPA Crescent Fund (FPACX)

  

Latest News on FPA Crescent (FPACX) Fund

See what is happening with FPA Crescent Fund (FPACX)

 

FPA Crescent Fund (FPACX) Related ResourcesSee more information on FPA Crescent (FPACX) Fund

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