FPIVX : FPA International Value Fund

FPIVX is a International Stocks Market Mid-Cap Blend with MODERATE fees.

FPIVX

FPA International Value Fund

FI Score

35 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

35% FI Score
  • fpivx
  • Mutual Fund
  • International Stocks
  • Mid-Cap Blend

FPA International Value Fund

Expenses: 1.29% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend International Stocks fund. See why ยป

Fund Summary

The investment seeks to provide above average capital appreciation over the long term while attempting to minimize the risk of capital loss. The fund primarily seeks to identify investment opportunities across international markets, including both developed and emerging countries. It typically invests in equity securities of companies of all market capitalizations domiciled in jurisdictions outside of the United States. The manager does not expect to invest more than 35% of its assets in securities of companies domiciled in emerging markets, however, the fund's investments in emerging markets may exceed this amount depending on market opportunities.

Largest Holdings

Amount Holding
3.30% Tencent Holdings Ltd
3.20% ISS A/S
3.14% Ubisoft Entertainment
3.14% Valmet Corp
3.06% Capgemini SE
2.86% Babcock International Group PLC
2.82% Electrocomponents PLC
2.66% Alcon Inc
2.41% Reckitt Benckiser Group PLC
2.28% Royal Philips NV
2.27% PageGroup PLC
2.15% ALS Ltd
2.02% NAVER Corp
1.78% Stroeer SE & Co KGaA
1.74% Compagnie de Saint-Gobain SA
1.70% Compass Group PLC
1.66% GrandVision NV
1.60% Dignity PLC
1.60% Unilever PLC
1.58% Britvic PLC
1.57% Henkel AG & Co KGaA
1.55% Essilorluxottica
1.55% CRH PLC
1.54% Sodexo
1.48% ASML Holding NV

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