FPA International Value (FPIVX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Category:||Foreign Small/Mid Blend|
|Annual Report Expense Ratio (net):||1.22%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||75|
|% Rank in Category (ytd):||77.32%|
|Morningstar Risk Rating:||1|
The investment seeks to provide above average capital appreciation over the long term while attempting to minimize the risk of capital loss.
The fund invests primarily in equity securities of companies of all market capitalizations domiciled in jurisdictions outside of the United States. It invests in companies that the Adviser believes are high quality, financially strong businesses, with management teams that build shareholder value over time. The Adviser does not expect to invest more than 35% of its assets in securities of companies domiciled in emerging markets. The fund is non-diversified. View More