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Investors First

Special Commentaries

March 26, 2020
FPA New Income & FPA Flexible Fixed Income Fund - March 20, 2020 Special Fund Update
March 18, 2020
FPA Crescent Fund - March 2020 Special Fund Update
January 2, 2019
Risk is Where You're Not Looking
March 13, 2018
Rare Bond Market Conditions Set Up Complacent Investors for Subpar Returns

Featured

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FPA in the News

November 11, 2020

Morningstar Highlights FPA New Income (FPNIX) in a Piece that Asks Whether Portfolio Manager Ownership May Indicate Good Performance
September 16, 2020

Morningstar’s The Long View – Steven Romick: ‘We Think Defensively’
August 14, 2020

Tom Atteberry, Portfolio Manager for FPA New Income (FPNIX) Discusses Safe Haven Investing on ‘Consuelo Mack Wealthtrack”, July 24, 2020.

Fund Announcements

February 24, 2021
Source Capital, Inc. Increases Monthly Distribution Rate 46%
February 2, 2021
Source Capital, Inc. Declares Monthly Distribution on Common Stock
February 1, 2021
FPA Announces Completion of FPA Capital Reorganization into FPA Queens Road Small Cap Value

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How to Invest with FPA

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Investors Quick Reference

Dividend & Tax Information
FPA Crescent Fund
FPA Flexible Fixed Income Fund
FPA New Income
FPA U.S. Core Equity Fund
Source Capital
FPA Queens Road Small Cap Value Fund
- Fund Overview
- Fact Sheet
FPA Queens Road Value Fund
- Fund Overview
- Fact Sheet

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FAQs
FPA Investors
New Investors

The FPA Funds are distributed by UMB Distribution Services, LLC: UMB Fund Services 235 W Galena Street, Milwaukee, Wisconsin 53212

You should consider the Fund's investment objectives, risks, and charges and expenses carefully before you invest. The Prospectus details the Fund's objective and policies, charges, and other matters of interest to the prospective investor. Please read the Prospectus carefully before investing.

Check the background of this firm on FINRA’s Broker Check.

Investments in mutual funds carry risks and investors may lose principal value. Click here for the principal risks of investing in the Funds. Please read the prospectus carefully before investing as it explains the risks associated with investing in equity and fixed income mutual funds.

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