FPA Queens Road Small Cap Value Inv (QRSVX) Research

The FPA Queens Road Small Cap Value Inv fund's primary objective is to allocate its capital predominantly to the stock-based holdings (such as common, preferred, and convertible shares) of smaller U.S. corporations. Ordinarily, the fund is mandated to invest at least 80% of its overall assets in these small-capitalization American equity securities. For this specific guideline, the definition of "assets" encompasses both the fund's net assets and any funds it has borrowed for investment purposes.

Market snapshot

Symbol
QRSVX
Price
$53.41
Day change
+1.54%
Market cap
$1.1B
52-week range
33.79-53.41
Sector
Financial Services
Industry
Asset Management

Peer companies

  • iShares Russell Small/Mid-Cap Idx Inv A (BSMAX)
  • Meeder Muirfield Retail (FLMFX)
  • Glenmede Small Cap Equity Portfolio (GTSCX)
  • William Blair Small Cap Value Fund Class I (ICSCX)
  • BlackRock Mid-Cap Value Fund Investor A Shares (MDRFX)
  • PGIM Balanced Fund- Class C (PABCX)
  • PGIM Balanced Fund- Class R (PALRX)
  • Schwab MarketTrack All Equity (SWEGX)

Open FPA Queens Road Small Cap Value Inv (QRSVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.