FPACX - FPA Crescent Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD
33.04
-0.07 (-0.21%)
As of 8:00PM EDT. Market open.
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Previous Close33.11
YTD Return13.56%
Expense Ratio (net)1.18%
CategoryAllocation--50% to 70% Equity
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingHigh
Sustainability Rating
Net Assets13.8B
Beta (3Y Monthly)1.34
Yield1.15%
5y Average ReturnN/A
Holdings Turnover64.00%
Last Dividend0.21
Average for CategoryN/A
Inception DateJun 2, 1993
  • Morningstar

    Why Index Funds and ETFs Are Good for Retirees

    Millennial investors were more likely than investors in other age groups to own exchange-traded funds, according to a survey from investment provider BlackRock.  Among investors age 21 to 35, 42% said they owned ETFs in 2017, up from 33% of investors in that same age group who said they had ETFs in their portfolios the year prior. Given that ETFs are a new(er) investment innovation, it's probably not surprising that the youngest investors would embrace them. What's unexpected, however, is just how much ETFs have found a home in the portfolios of what BlackRock calls “Silver”-aged investors--people over age 70.

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