Fpa New Income Fund Quote
| FPNIX Fund | USD 9.92 0.02 0.20% |
PerformanceOK
| Odds Of DistressLow
|
Fpa New is trading at 9.92 as of the 1st of March 2025; that is 0.20% up since the beginning of the trading day. The fund's open price was 9.9. Fpa New has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
The fund primarily invests in a diversified portfolio of debt instruments, cash and cash equivalents. It generally invests in highly rated debt instruments and invests at least 75 percent of its total assets, calculated at market value at the time of purchase, in debt instruments rated at least A- or its equivalent by a NRSRO and in cash equivalent securities.. More on Fpa New Income
Moving together with Fpa Mutual Fund
Fpa Mutual Fund Highlights
| Fund Concentration | FPA Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, FPA (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Fpa New Income [FPNIX] is traded in USA and was established 1st of March 2025. Fpa New is listed under FPA category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of FPA family. This fund currently has accumulated 7.94 B in assets under management (AUM) with minimum initial investment of 1.5 K. Fpa New Income is currently producing year-to-date (YTD) return of 1.35% with the current yeild of 0.02%, while the total return for the last 3 years was 3.6%.
Check Fpa New Probability Of Bankruptcy
Instrument Allocation
Fpa New Income Risk Profiles
| Mean Deviation | 0.1374 | |||
| Standard Deviation | 0.175 | |||
| Variance | 0.0306 | |||
| Downside Variance | 0.0283 |
Fpa New Against Markets
Other Information on Investing in Fpa Mutual Fund
Fpa New 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 New security.
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