FPPTX Rating, Research - Fpa Capital

Fpa Capital (fpptx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 16

Threats + Weaknesses = 13

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to provide long-term growth of capital and income. The fund primarily invests its assets in common stocks (see stock research) of companies that the portfolio managers believe are trading at attractive valuations. It may also invest in other kinds of equity securities (see equity research), including preferred stocks (see stock research), convertible securities and warrants. The fund may invest up to 25% of assets in non-U.S. securities, including emerging market securities (without limit in ADRs). It may invest up to 20% of assets in real estate investment trusts (REITs).

Management Analysis Update

Fpa Capital's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update