Click here for standardized fund performance.
We hope that investors will find FPA webcasts helpful to understand application of the same investment discipline in various markets, and can refer to particular items that interest them.
Click here for glossary of terms.
Portfolio composition will change due to ongoing management of the funds. References to individual securities are for informational purposes only and should not be construed as recommendations by the Funds, Advisor or Distributor.
Click here for current holdings for FPA Queens Road Small Cap Value Fund .
The views expressed and any forward-looking statements are as of the date of the publication and are those of the portfolio managers. These views may not be relied upon as investment advice or as an indication of trading intent on
behalf of any First Pacific Advisors portfolio. Future events or results may vary significantly from those expressed and are subject to change at any time in response to changing circumstances and industry developments.
Security examples featured are samples for presentation purposes and are intended to illustrate our investment philosophy and its application. It should not be assumed that recommendations made in the future will be profitable
or will equal the performance of the securities. This information and data has been prepared from sources believed reliable. The accuracy and completeness of the information cannot be guaranteed and is not a complete summary
or statement of all available data.
FPA Queens Road Small Cap Value Fund is offered through UMB Distribution Services, LLC. UMB is not the distributor for Source Capital Inc.