| Quarterly Commentary
FPA Flexible Fixed Income Fund 4Q23 Commentary
With inflation progressing towards the Federal Reserve’s 2% inflation objective, the Federal Reserve held the Fed Funds rate constant
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News & Insights
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Use the category and/or funds filter, or the search box below to find News and Insights, including archived commentaries and webcasts.
| Quarterly Commentary
FPA New Income Fund 4Q23 Commentary
Quarterly commentary from the New Income Fund team sharing insights on markets, portfolio positioning and performance.
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| Quarterly Commentary
FPA Crescent Fund 4Q23 Commentary
The FPA Crescent Fund – Institutional Class gained 7.52% in Q4 2023
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| Fund Announcements
Source Capital, Inc. Declares December 2023, January 2024, and February 2024 Distribution
The Board of Directors of Source Capital, Inc. (NYSE: SOR) (the “Fund”) approved maintaining the Fund’s regular monthly distribution rate for each of the next three months, plus a special distribution in December.
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| FPA Insights
FPA Crescent Fund: Celebrating Thirty Years of Equity-Like Returns (with Less Risk)
The FPA Crescent Fund has met its objective of generating equity-like returns while taking less risk than the market and avoiding permanent capital impairment through multiple market cycles over its thirty-year history.
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| Fund Announcements
2023 Year-End Capital Gain Estimates
Actual year-end distributions will be based on gains and losses realized through October 31.
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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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| 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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