FPCSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

FPA Crescent Supra Institutional (FPCSX) Ownership - Who owns FPA Crescent Supra Institutional?

The investment seeks to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

FPCSX

Net Assets

10.8B

Fund Existence

over 4 years

Turnover

14.00

Total Expense Ratio

0.99

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1500

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.02

Assets in Top Ten Holdings

2.8B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

3.7B

Fund Type

OpenEnd

Index Fund

Management Fee

0.94

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

120.00

Number of Net Holdings

126.00

Number of Short Holdings

6.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

27.78%

Gain YTD

-0.199

Annual Yield % from dividends

2.95

Returns for 1 year

1.26

Returns for 3 years

15.04

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details