Fpa Crescent Fund Fundamentals
| FPCSX Fund | USD 42.84 0.11 0.26% |
Fpa Crescent fundamentals help investors to digest information that contributes to Fpa Crescent's financial success or failures. It also enables traders to predict the movement of Fpa Mutual Fund. The fundamental analysis module provides a way to measure Fpa Crescent's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fpa Crescent mutual fund.
Fpa |
Fpa Crescent Mutual Fund Minimum Initial Investment Analysis
Fpa Crescent's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Fpa Crescent Minimum Initial Investment | 100 M |
Most of Fpa Crescent's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fpa Crescent is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Fpa Crescent has a Minimum Initial Investment of 100 M. This is much higher than that of the FPA family and significantly higher than that of the Allocation--70% to 85% Equity category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Fpa Crescent Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fpa Crescent's current stock value. Our valuation model uses many indicators to compare Fpa Crescent value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fpa Crescent competition to find correlations between indicators driving Fpa Crescent's intrinsic value. More Info.Fpa Crescent is one of the top funds in annual yield among similar funds. It also is one of the top funds in net asset among similar funds making up about 758,209,520,000 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fpa Crescent's earnings, one of the primary drivers of an investment's value.Fpa Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fpa Crescent's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Fpa Crescent could also be used in its relative valuation, which is a method of valuing Fpa Crescent by comparing valuation metrics of similar companies.Fpa Crescent is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Fpa Crescent
The fund invests 66.55% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (5.08%) , cash (22.67%) and various exotic instruments.Asset allocation divides Fpa Crescent's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Fpa Fundamentals
| Total Asset | 10.29 B | ||||
| Annual Yield | 0.01 % | ||||
| Net Asset | 9.71 B | ||||
| Minimum Initial Investment | 100 M | ||||
| Last Dividend Paid | 0.23 | ||||
| Cash Position Weight | 22.67 % | ||||
| Equity Positions Weight | 66.55 % | ||||
| Bond Positions Weight | 5.08 % |
About Fpa Crescent Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fpa Crescent's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fpa Crescent using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fpa Crescent based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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. The portfolio managers invest primarily in equity securities and the balance of the funds portfolio in debt securities, cash and cash equivalents.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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