FPA Crescent Fund (FPACX) Research

The FPA Crescent Fund's investment team strategically allocates capital across both company stocks (equity securities) and bonds (debt securities). The fund's managers maintain that this combined investment approach significantly broadens the universe of potential opportunities, enhances portfolio diversification, and aims to mitigate overall volatility. While the core of the portfolio is concentrated in equity holdings, the remaining assets are deployed into debt instruments, cash, and other highly liquid equivalents.

Market snapshot

Symbol
FPACX
Price
$45.56
Day change
+0.80%
Market cap
$12.6B
52-week range
41.61-46.78
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Hartford Core Equity Fund (HGITX)
  • BlackRock LifePath Index 2045 Fund (LIHKX)
  • BlackRock LifePath Index 2035 Fund (LIJKX)
  • BlackRock LifePath Index 2050 Fund (LIPIX)
  • MFS Research International Fund (MRSRX)
  • Invesco Main Street Fund (OMGNX)
  • T. Rowe Price Retirement 2055 Fund (TRRNX)
  • Victory Sycamore Established Value Fund (VEVCX)

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