You can access your mutual fund account online by going to our website, www.fpa.com and clicking on Access My Account on the Home Page. You may also obtain automated account information 24 hours a day via our shareholder services desk. The phone number is 800-638-3060.
If you are a registered rep, you can view your clients' accounts on-line via https://aumam-fundstransferagency.fisglobal.com/amgr/umb/. If you already have a user ID #, the FPA Funds can be added to your ID #. If you do not have an ID #, please contact UMBFS Dealer Services at (800) 894-6694 to get your user ID established.
No minimum investment amount is imposed for investments in retirement plans for all FPA Funds.
Non-retirement accounts for FPA Crescent Fund, FPA New Income, Inc., and FPA U.S. Core Equity Fund, Inc. may be established with a $100 minimum initial investment and the establishment of automatic monthly investments of at least $100 withdrawn from your bank account monthly as specified through the Automated Clearing House. The "Automatic Investment Program" can be established by completing a FPA Mutual Funds Account Application.
Non-retirement accounts for FPA Flexible Fixed Income Fund may be established with a $2,500 minimum initial investment and the establishment of automatic monthly investments of at least $100 and the expressed intention to increase the investment to $100,000 for the Institutional Class and $50,000 for the Advisor Class within 18 months. The "Automatic Investment Program" can be established by completing a FPA Mutual Funds Account Application. UMB Fund Services, Inc. will withdraw funds from your bank account monthly as specified through the Automated Clearing House.
Quarterly FPA Fund Conference Calls are typically held the last week of the month following calendar quarter ends. You may register for the calls via our website. If you would like to be added to the distribution list to receive an automatic conference call invitation, please email us at firstname.lastname@example.org.
Webcasts are posted to FPA's website within a week or two after the quarterly conference calls take place. They are located under their respective fund pages on our website at www.fpa.com.