Fund Literature Library for all FPA Funds | First Pacific Advisors, LLC

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Requested Literature

Please review FPA’s Privacy Policy for more information about the types of information we collect and the purpose(s) for which it may be used.

FPA Crescent Fund
Literature

2023-09 Portfolio of Investments

2024-03 Portfolio of Investments

Annual Report

Prospectus - Institutional and Investor

Prospectus - Supra Institutional

Semi-Annual Report - Institutional Class

Semi-Annual Report - Investor Class

Semi-Annual Report - Supra Class

Statement of Additional Information (SAI)

Summary Prospectus - Institutional and Investor

Summary Prospectus - Supra Institutional

Applications & Forms

Account Privileges Change Form

Cost Basis Election Form

IRA Application & TOA

IRA Beneficiary Designation Form

IRA Custodial Agreement - Roth

IRA Custodial Agreement - Traditional

IRA Distribution Form

IRA QDRO Transfer Form

IRA Recharacterization Request Form

IRA Transfer/Conversion Form

IRA Withholding Notice & Election Form

Mutual Fund Application

Transfer on Death Beneficiary Form

Transfer on Death Rules
Request by Mail
FPA Flexible Fixed Income Fund
Literature

2023-09 Portfolio of Investments

2024-03 Portfolio of Investments

Annual Report

Prospectus - Institutional and Advisor

Semi-Annual Report - Advisor Class

Semi-Annual Report - Institutional Class

Statement of Additional Information (SAI)

Summary Prospectus - Institutional and Advisor

Applications & Forms

Account Privileges Change Form

Cost Basis Election Form

IRA Application & TOA

IRA Beneficiary Designation Form

IRA Custodial Agreement - Roth

IRA Custodial Agreement - Traditional

IRA Distribution Form

IRA QDRO Transfer Form

IRA Recharacterization Request Form

IRA Transfer/Conversion Form

IRA Withholding Notice & Election Form

Mutual Fund Application

Transfer on Death Beneficiary Form

Transfer on Death Rules
Request by Mail
FPA Queens Road Small Cap Value Fund
Literature

2023-08 Portfolio of Investments

2024-02 Portfolio of Investments

Annual Financials and Other Information

Annual Report - Advisor Class

Annual Report - Institutional Class

Annual Report - Investor Class

Prospectus

Semi-Annual Report

Statement of Additional Information (SAI)

Summary Prospectus

Applications & Forms

Account Privileges Change Form

Cost Basis Election Form

IRA Application & TOA

IRA Beneficiary Designation Form

IRA Custodial Agreement - Roth

IRA Custodial Agreement - Traditional

IRA Distribution Form

IRA QDRO Transfer Form

IRA Recharacterization Request Form

IRA Transfer/Conversion Form

IRA Withholding Notice & Election Form

Mutual Fund Application

Transfer on Death Beneficiary Form

Transfer on Death Rules
Request by Mail
FPA Queens Road Value Fund
Literature

2023-08 Portfolio of Investments

2024-02 Portfolio of Investments

Annual Financials and Other Information

Annual Report – QRVLX

Prospectus

Semi-Annual Report

Statement of Additional Information (SAI)

Summary Prospectus

Applications & Forms

Account Privileges Change Form

Cost Basis Election Form

IRA Application & TOA

IRA Beneficiary Designation Form

IRA Custodial Agreement - Roth

IRA Custodial Agreement - Traditional

IRA Distribution Form

IRA QDRO Transfer Form

IRA Recharacterization Request Form

IRA Transfer/Conversion Form

IRA Withholding Notice & Election Form

Mutual Fund Application

Transfer on Death Beneficiary Form

Transfer on Death Rules
Request by Mail
FPA New Income Fund
Literature

2023-12 Portfolio of Investments

2024-06 Portfolio of Investments

Annual Report

Prospectus - Institutional and Investor

Semi-Annual Report

Statement of Additional Information (SAI)

Summary Prospectus - Institutional and Investor

Applications & Forms

Account Privileges Change Form

Cost Basis Election Form

IRA Application & TOA

IRA Beneficiary Designation Form

IRA Custodial Agreement - Roth

IRA Custodial Agreement - Traditional

IRA Distribution Form

IRA QDRO Transfer Form

IRA Recharacterization Request Form

IRA Transfer/Conversion Form

IRA Withholding Notice & Election Form

Mutual Fund Application

Transfer on Death Beneficiary Form

Transfer on Death Rules
Request by Mail
Source Capital
Literature

2023-09 Portfolio of Investments

2024-03 Portfolio of Investments

Annual Report

Div. Reinvestment & Direct Stock Purchase Plan

Nominating and Governance Committee Charter

Quarterly Report

Semi-Annual Report

Source Capital Audit Committee Charter

Applications & Forms

Forms 3, 4, and 5
Request by Mail

FPA U.S. Core Equity Fund was liquidated on 10/31/2023. For Fund Literature, click here.

Please review FPA’s Privacy Policy for more information about the types of information we collect and the purpose(s) for which it may be used.

All Funds

Open-end Funds

Exchange Traded Funds

Closed-end Funds

Fund Literature

FPA Crescent Fund

Literature

Applications & Forms

FPA Flexible Fixed Income Fund

Literature

Applications & Forms

FPA Queens Road Small Cap Value Fund

Literature

Applications & Forms

FPA Queens Road Value Fund

Literature

Applications & Forms

FPA New Income Fund

Literature

Applications & Forms

Source Capital

Literature

Applications & Forms