FPPFX Rating, Research - Fpa Perennial

Fpa Perennial (fppfx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 25

Threats + Weaknesses = 21

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fppfx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fpa Perennial (FPPFX) Description: FPPFX is a mutual fund, which is an investment that owns a basket of assets. The FPPFX mutual fund was provided by Fpa and this investment vehicle derives the majority of its value from equity holdings (stocks). Fpas mutual fund has a long management tenure and is in the average fund size classification. FPPFXs minimum initial investment amount is $1500 while the IRA minimum is $100. FPPFXs expense ratio is roughly 1%. The latest FPPFXs front end load was 5% and the back end load was 0%. The Fpa Perennial (FPPFX) mutual fund falls under the mid-cap growth category. FPPFX focuses its investments in USA and FPPFX is not affiliated with a particular industry or fund sector. The Fpa Perennial (FPPFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FPPFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FPPFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) of medium-sized companies whose market capitalizations at the time of purchase fall within the range of the Russell Midcap(R) Value Index. It may invest up to 25% of assets in foreign investments. The fund may invest up to 20% of assets in stocks (see stock research) of smaller or larger companies, preferreds, convertibles, or other debt securities. It can invest in any economic sector and, at times, it may emphasize one or more particular sectors.


Management Analysis Update


Performance Analysis Update