| Quarterly Commentary
FPA Queens Road Small Cap Value Fund 3Q23 Commentary
FPA Queens Road Small Cap Value Fund (“Fund”) returned -2.25% in the third quarter of 2023
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News & Insights
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| Quarterly Commentary
FPA New Income Fund 3Q23 Commentary
FPA New Income Fund (the “Fund”) returned 1.32% in the third quarter of 2023.
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| Quarterly Commentary
FPA Crescent Fund 3Q23 Commentary
The FPA Crescent Fund– Institutional Class declined 0.49% in Q3 2023 but gained 21.28% in the trailing twelve months
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| Quarterly Commentary
FPA Flexible Fixed Income Fund 3Q23 Commentary
FPA Flexible Fixed Income Fund (the “Fund”) returned 1.20% in the third quarter of 2023 and 4.72% year-to-date
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| Fund Announcements
Source Capital, Inc. Declares Monthly Distributions on Common Stock
The Board of Directors of Source Capital, today approved maintaining the Fund’s regular monthly distribution rate for each of the next three months.
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| Quarterly Commentary
FPA Queens Road Value Fund 2Q23 Commentary
FPA Queens Road Value Fund (“QRV Fund”) returned 5.67% in the second quarter of 2023.
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| Fund Announcements
FPA Announces Fund Reorganizations
FPA is pleased to announce that FPA New Income Inc., FPA Queens Road Small Cap Value Fund, FPA Queens Road Value Fund, and FPA U.S. Core Equity Fund Inc. have filed Form N-14, the plan to reorganize into the FPA Funds Trust.
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| Fund Announcements
Source Capital, Inc. Increases Monthly Distribution Rate Almost 13%
The Board of Directors of Source Capital today approved increasing the Fund’s regular monthly distribution rate 12.6% from $0.185 for each of the next three months.
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| FPA Insights
FPA Steven Romick at MICUS 2023 Keynote Speech
I am deeply grateful for having been selected three times for the Morningstar Manager of the Year award and being recognized for my work in both equity and fixed income management.
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