Fpa Crescent Fund Quote
| FPCSX Fund | USD 42.95 0.11 0.26% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Fpa Crescent is trading at 42.95 as of the 26th of November 2024; that is 0.26 percent up since the beginning of the trading day. The fund's open price was 42.84. Fpa Crescent has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Fpa Crescent are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2024 and ending today, the 26th of November 2024. 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
Moving together with Fpa Mutual Fund
| 0.89 | PTY | Pimco Corporate Income | PairCorr |
| 0.9 | QRSAX | Fpa Queens Road | PairCorr |
| 0.9 | QRSIX | Fpa Queens Road | PairCorr |
| 0.85 | QRSVX | Queens Road Small | PairCorr |
| 0.83 | QRVLX | Queens Road Value | PairCorr |
Moving against 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 (View all Sectors) |
| Update Date | 30th of September 2024 |
Fpa Crescent [FPCSX] is traded in USA and was established 26th of November 2024. 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. Fpa Crescent currently has accumulated 9.71 B in assets under management (AUM) with minimum initial investment of 100 M. with the current yeild of 0.01%.
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 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 Mutual Fund Constituents
| ADI | Analog Devices | Stock | Information Technology | |
| AIG | American International Group | Stock | Financials | |
| AVGO | Broadcom | Stock | Information Technology | |
| CHTR | Charter Communications | Stock | Communication Services | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| TEL | TE Connectivity | Stock | Information Technology |
Fpa Crescent Risk Profiles
| Mean Deviation | 0.4038 | |||
| Semi Deviation | 0.4687 | |||
| Standard Deviation | 0.5333 | |||
| Variance | 0.2844 |
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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