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FPCSX FPA Crescent Supra Institutional Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Comcast Corp (NASDAQ:CMCSA), Analog Devices (NASDAQ:ADI).

Industry description

The investment seeks to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital. To pursue the fund's investment objective, the fund's portfolio managers ("portfolio managers") invest in both equity and debt securities of companies. The fund's portfolio managers believe that this combination of securities broadens the universe of opportunities for the fund, offers additional diversification and helps to lower volatility. The portfolio managers invest primarily in equity securities and the balance of the fund's portfolio in debt securities, cash and cash equivalents.

Market Cap

The average market capitalization across the FPA Crescent Supra Institutional MF is 698.25B. The market cap for tickers in the group ranges from 44.38B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is TEL at 44.38B.

Volume

The average weekly volume growth across all stocks in the FPA Crescent Supra Institutional MF was 26%. For the same stocks of the MF, the average monthly volume growth was 75% and the average quarterly volume growth was 41%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 42
P/E Growth Rating: 64
Price Growth Rating: 47
SMR Rating: 44
Profit Risk Rating: 33
Seasonality Score: 37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
FPA Funds Trust11400 W. Olympic Blvd., Suite 1200Los Angeles
Phone
N/A
Web
www.fpafunds.com
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FPCSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FPCSX has been closely correlated with FPACX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if FPCSX jumps, then FPACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FPCSX
1D Price
Change %
FPCSX100%
-0.72%
FPACX - FPCSX
100%
Closely correlated
-0.73%
NDMSX - FPCSX
92%
Closely correlated
-0.94%
NWWIX - FPCSX
92%
Closely correlated
-0.85%
GMARX - FPCSX
91%
Closely correlated
-0.79%
GMIAX - FPCSX
91%
Closely correlated
-0.84%
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