FPPTX - FPA Capital Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD
+0.18 (+0.55%)
At close: 8:00PM EDT
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Previous Close32.46
YTD Return15.89%
Expense Ratio (net)0.83%
CategoryMid-Cap Value
Last Cap Gain0.00
Morningstar Rating★★★★
Morningstar Risk RatingAbove Average
Sustainability Rating
Net Assets275.35M
Beta (3Y Monthly)1.09
5y Average ReturnN/A
Holdings Turnover66.00%
Last Dividend0.18
Average for CategoryN/A
Inception DateJul 11, 1984
  • Morningstar17 hours ago

    How Have My Fantastic Fund Lists Performed?

    A version of this article was originally published in the March 2019 issue of Morningstar FundInvestor. Every year, I write about the Fantastic 40--although the number varies slightly each time. It's a select number of funds that pass every screen I set up.

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