FPA International Value (FPIVX)
13.37 
0.06(0.45%) Jun 18
| Prev Close: | 13.37 |
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| YTD Return*: | 4.32% |
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| Net Assets*: | 80.65M |
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| Yield*: | 0.08% |
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* As of 31-Mar-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Fund Basics
| Morningstar Overall Rating: | N/A |
| Total Assets: | 80.65M |
| Category: | Foreign Large Value |
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| Annual Report Expense Ratio (net): | 1.35% |
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Performance & Risk
| YTD Return: | 4.32% |
| 5y Avg Return: | N/A |
| Rank in Category (ytd): | 22 |
| % Rank in Category (ytd): | 5.91% |
| Beta (3y): | N/A |
| Morningstar Risk Rating: | |
Fund Summary
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, the management teams of which build shareholder value over time. The fund does not expect to invest more than 35% of its assets in securities of companies domiciled in emerging markets. It may invest in American Depositary Receipts.
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