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Fund Intelligence | Best Managers | FPRAX Insights | FPRAX Score | FPRAX Performance | FPRAX Manager | FPRAX News | FPRAX Allocation | FPRAX Holdings Change

Mutual Fund Insights: FPA Paramount Fund (FPRAX)

In-depth Analysis of FPA Paramount Fund (FPRAX)

Mutual fund chart: FPA Paramount Fund (FPRAX)

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See FPA Paramount Fund (FPRAX) performance details as of February 28, 2010

  

    Last Trade: $16.10 on 3/19/2010, Change: -0.17 (-1.04%)
Experiment our closing price forecasting tool for FPA Paramount Fund (FPRAX) (alpha release)

  

Fund Manager - Eric S. Ende

Fund Manager Tenure: 10.0 years
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Eric S. Ende has been Partner of the Adviser since October 2006.Ende also serves as director, president and portfolio manager of FPA Paramount Fund, Inc.; director, president and chief investment officer of Source Capital, Inc.; and vice president of FPA Capital Fund, Inc., FPA New Income, Inc. and FPA Crescent Fund for more than the past five years.  Get more insights on Eric S. Ende

  

What we like about FPA Paramount Fund (FPRAX) What we like about FPA Paramount Fund (FPRAX)

Data for FPA Paramount Fund (FPRAX) as of February 28, 2010

  • FPA Paramount Fund (FPRAX) management has been with FPA Paramount Fund for 10.0 years
  • FPA Paramount Fund (FPRAX) has good short-term performance (1-year return 63.79% vs 58.17 % Mid-Cap Growth category average)
  • FPA Paramount Fund (FPRAX) ratio of up-years vs down years is greater than 2
  • FPA Paramount Fund (FPRAX) has a Morningstar rating of 4 and above
  • FPA Paramount Fund (FPRAX) has an annual stock turnover rate of 46.00% vs Mid-Cap Growth average of 140.76%. It is good that FPA Paramount management does not trade extensively for its return.
  • FPA Paramount Fund (FPRAX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.45, lower than category average of 23.95
  • FPA Paramount Fund (FPRAX) has a lower management fee than its Mid-Cap Growth average: 0.99% vs 1.47%

  

What we are cautious about FPA Paramount Fund (FPRAX) What we are cautious about FPA Paramount Fund (FPRAX)

Data for FPA Paramount Fund (FPRAX) as of February 28, 2010

  • FPA Paramount Fund is a focused fund with 46.90% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • FPA Paramount Fund (FPRAX) has a less-than-ideal mid-term performance (3-year return -1.87% vs -4.00 % Mid-Cap Growth category average)
  • FPA Paramount Fund (FPRAX) has a less-than-ideal Long-term performance (5-year return 1.81% vs 2.06 % Mid-Cap Growth category average)
  • FPA Paramount Fund (FPRAX) carries a 5.25% load
See FPA Paramount Fund (FPRAX) performance details as of February 28, 2010

  

  

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FPA Paramount Fund (FPRAX) Net Asset

Track net asset change of FPA Paramount fund (FPRAX)

DateNet Asset
02/2010$227.78M
01/2010$227.78M
11/2009$224.88M
More historic net asset information on FPA Paramount Fund (FPRAX)

  

FPA Paramount Fund (FPRAX) Portfolio Allocation

Track portfolio allocation change of FPA Paramount fund (FPRAX)

DateCashStockBondOther
09/20094.3%95.7%0%0%
06/20094.83%95.17%0%0%
03/20096.73%92.82%0%0.45%
Click here to see more historic asset allocation information on FPA Paramount Fund (FPRAX)

  

Most Recent Top 10 Holdings in FPA Paramount Fund (FPRAX)

Discover what FPA Paramount Fund (FPRAX) manager is buying

30-Sep-09
Life Technologies Corporation [6.16%]
ScanSource, Inc. [5.65%]
Signet Grp [5.28%]
Noble Corporation [4.95%]
CARMAX INC [4.85%]
CHARLES RIVER LAB [4.38%]
HNI CORP INC [3.8%]
KNIGHT TRANS INC [3.78%]
Lincare Holdings Inc. [3.72%]

30-Jun-09
[6.37%]
ScanSource, Inc. [5.87%]
Signet Grp [4.82%]
CHARLES RIVER LAB [4.62%]
Noble Corporation [4.55%]
KNIGHT TRANS INC [4.3%]
Heartland Express, Inc. [4.16%]
CARMAX INC [3.93%]
HNI CORP INC [3.36%]

31-Mar-09
Life Technologies Corporation [6.02%]
ScanSource, Inc. [5.4%]
Heartland Express, Inc. [5.09%]
KNIGHT TRANS INC [4.79%]
CHARLES RIVER LAB [4.52%]
Noble Corporation [4.4%]
CARMAX INC [4.04%]
BROWN & BROWN INC [3.5%]
Microchip Technology Incorporat [3.35%]

Click here for Stock Holding Change Map in FPA Paramount Fund (FPRAX)

  

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