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Investors First

Investors First

FPA in the News

April 3, 2023

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

Morningstar Highlights FPA Crescent Fund (FPACX) in 3 Great Funds for Your IRA in 2023
December 8, 2022

Morningstar Highlights FPA New Income (FPNIX) in 4 Short-Term Bond Funds That Have Stood the Test of Time

Featured

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

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Fund Announcements

May 8, 2023
Source Capital, Inc. Increases Monthly Distribution Rate Almost 13%
March 1, 2023
Source Capital, Inc. Declares Monthly Distributions on Common Stock
January 3, 2023
Source Capital, Inc. Provides Update on Discount Management Program and Announces Q4 Webcast

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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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