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Investors First

Investors First

FPA in the News

August 15, 2023

FPA New Income Fund (FPNIX) Maintains Bronze Rating in Latest Morningstar Medalist Report
April 3, 2023

FPA Crescent Fund (FPACX) Maintains Gold Rating in Latest Morningstar Medalist Report
February 22, 2023

Morningstar Highlights FPA Crescent Fund (FPACX) in 3 Great Funds for Your IRA in 2023

Featured

FPA-Crescent-Fund-30-Year-Anniv-Homepage

Q2 2023 Webcast Replays Available

KEYNOTE SPEECH BY: Steven Romick at the 2023 Morningstar Investment Conference The Evolution of a Value Investor Click to access the speech transcript and video

Fund Announcements

August 14, 2023
Source Capital, Inc. Declares Monthly Distributions on Common Stock
June 26, 2023
FPA Announces Fund Reorganizations
May 8, 2023
Source Capital, Inc. Increases Monthly Distribution Rate Almost 13%

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FPA Crescent Fund
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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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