FPA International Value Fund

Class Other (FPIVX)

U.S. News evaluated 28 Foreign Small/Mid Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 15.46 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 15.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide above average capital appreciation over the long term while attempting to minimize the risk of capital loss. The fund invests primarily in equity securities of companies of all market capitalizations domiciled in jurisdictions outside of the United States. It invests in companies that the Adviser believes are high quality, financially strong businesses, with management teams that build shareholder value over time. The fund does not expect to invest more than 35% of its assets in securities of companies domiciled in emerging markets. It may invest in American Depositary Receipts. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
FPA International Value Fund has an expense ratio of 1.26 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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