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FPA Paramount (FPRAX)

25.79 Up 0.11(0.43%) Oct 1

Prev Close:25.79
YTD Return*:16.81%
Net Assets*:315.11M
Yield*:N/A

* As of 31-Aug-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
ORLY6.7737.50
KMX6.6927.92
SIG6.3125.43
WBC5.5920.36
SCSC4.49-2.33
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:315.11M
Category:World Stock
Annual Report Expense Ratio (net):0.94%
Fund Profile | Holdings

Performance & Risk

YTD Return:16.81%
5y Avg Return:9.11%
Rank in Category (ytd):8
% Rank in Category (ytd):0.76%
Beta (3y):0.80
Morningstar Risk Rating:4
Performance Details | Risk Details

Fund Summary

The investment seeks a high total investment return, including capital appreciation and income. The fund attempts to concentrate on ownership of high-quality businesses, particularly firms with histories of earning high returns on capital and with modest debt levels. It invests primarily in the common stocks of international and U.S. companies in a variety of industries and market segments. The fund may be moderately concentrated, with 30-40 positions. Most of these companies will be small to medium market capitalization (up to $10 billion), though ownership of larger companies is permitted. View More
Fund Profile
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