Fpa Crescent Fund Quote
| FPACX Fund | USD 40.56 0.15 0.37% |
PerformanceInsignificant
| Odds Of DistressLow
|
Fpa Crescent is trading at 40.56 as of the 20th of March 2025; that is 0.37 percent decrease since the beginning of the trading day. The fund's open price was 40.71. Fpa Crescent has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
To pursue the funds investment objective, the funds portfolio managers invest in both equity and debt securities of companies. The funds portfolio managers believe that this combination of securities broadens the universe of opportunities for the fund, offers additional diversification and helps to lower volatility. More on Fpa Crescent Fund
Moving together with Fpa Mutual Fund
Fpa Mutual Fund Highlights
| Fund Concentration | FPA Funds, Large Value Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, FPA, Large Blend, Allocation--70% to 85% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Fpa Crescent Fund [FPACX] is traded in USA and was established 20th of March 2025. Fpa Crescent is listed under FPA category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of FPA family. This fund currently has accumulated 8.94 B in assets under management (AUM) with no minimum investment requirementsFpa Crescent is currently producing year-to-date (YTD) return of 0.65% with the current yeild of 0.03%, while the total return for the last 3 years was 10.64%.
Check Fpa Crescent Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fpa Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fpa Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fpa Crescent Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fpa Crescent Fund Mutual Fund Constituents
| BIDU | Baidu Inc | Stock | Communication Services | |
| ORCL | Oracle | Stock | Information Technology | |
| TEL | TE Connectivity | Stock | Information Technology | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| MSFT | Microsoft | Stock | Information Technology | |
| KRE | SPDR SP Regional | Etf | Financial | |
| JEF | Jefferies Financial Group | Stock | Financials | |
| HWM | Howmet Aerospace | Stock | Industrials |
Fpa Crescent Top Holders
| OASDX | Oakhurst Strategic Defined | Mutual Fund | Options Trading | |
| RMDFX | Aspiriant Defensive Allocation | Mutual Fund | Multistrategy |
Fpa Crescent Risk Profiles
| Mean Deviation | 0.4557 | |||
| Standard Deviation | 0.6029 | |||
| Variance | 0.3634 | |||
| Risk Adjusted Performance | (0.01) |
Fpa Crescent Against Markets
Other Information on Investing in Fpa Mutual Fund
Fpa Crescent financial ratios help investors to determine whether Fpa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fpa with respect to the benefits of owning Fpa Crescent security.
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