FPPFX : FPA U.S. Value Fund

FPPFX is a US Stocks Market Large Growth with HIGH fees.

FPPFX

FPA U.S. Value Fund

FI Score

24 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

24% FI Score
  • fppfx
  • Mutual Fund
  • US Stocks
  • Large Growth

FPA U.S. Value Fund

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital; current income is a secondary consideration. Under normal circumstances, the fund's portfolio manager ("portfolio manager") invests at least 80% of the value of its net assets in securities of U.S. companies. The fund invests primarily in the common stocks of U.S. companies in a variety of industries and market segments.

Largest Holdings

Amount Holding
9.66% Alphabet Inc Class C
8.35% Microsoft Corp
7.16% Amazon.com Inc
6.89% Facebook Inc A
4.78% Apple Inc
4.35% Visa Inc Class A
3.31% Mastercard Inc A
2.82% Nike Inc B
2.69% UnitedHealth Group Inc
2.48% adidas AG
2.35% Accenture PLC Class A
2.30% Tencent Holdings Ltd ADR
2.29% Autodesk Inc
2.29% PayPal Holdings Inc
2.25% Salesforce.com Inc
2.23% Adobe Inc
2.16% Alibaba Group Holding Ltd ADR
2.13% The Walt Disney Co
2.11% Comcast Corp Class A
1.79% Netflix Inc
1.73% The Home Depot Inc
1.55% Madison Square Garden Sports Corp A
1.55% Airbus SE
1.22% Thermo Fisher Scientific Inc
1.19% Stryker Corp

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