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Synopsis: Mutual Fund Observer’s co-founder David Snowball provides a fund profile of the FPA Queens Road Small Cap Value Fund (QRSVX) highlighting the Funds management style, successful long-term track record, and investment process.
Please read the following disclosures before accessing the article link below:
Please click here for Standardized Performance for FPA Queens Road Small Cap Value Fund – Advisor Class (“Fund”). Please click here for the principal risks of investing in the Fund. The FPA Funds are distributed by UMB Distribution Services, LLC (“UMBDS”). FPA and UMBDS are not affiliated.
There is no guarantee that the Fund will achieve its investment objectives. Portfolio composition will change due to ongoing management of the Fund. References to individual securities or investment categories should not be construed as a recommendation by the Fund, the portfolio managers, the Adviser, or the distributor to purchase or sell such securities or invest in such categories, and any information provided is not a sufficient basis upon which to make an investment decision. It should not be assumed that future investments will be profitable or will equal the performance of the examples discussed. The portfolio holdings as of May 31, 2024 may be obtained here.
FPA did not compensate the third party for statements about FPA and is not aware of any material conflicts of interest in relation to the statements made therein. By providing this article, we are not providing you with investment advice or offering securities for sale to you. Past performance is no guarantee, nor is it indicative, of future results.