FPA Perennial Fund

Class Inv (FPPFX)
Scorecard
3 / 5 Stars
Lipper
3 3 3 4 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Lately, management has favored the consumer goods and consumer services sectors.

Asset Allocation

% Long % Net
Cash 7.44 7.44
Stocks 79.67 79.67
Bonds 0.0 0.0
Other 1.25 1.25
Foreign Bonds 0.0 0.0
Foreign Stocks 11.64 11.64
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
O'Reilly Automotive, Inc. ORLY 17.42 7.55
Signet Jewelers Ltd SIG 21.4 6.92
Wabco Holdings Incorporated WBC 8.21 6.7
CarMax, Inc. KMX 2.36 6.6
ScanSource SCSC -8.58 5.87
Copart, Inc. CPRT -1.34 4.73
Graco Incorporated GGG -0.58 4.29
Zebra Technologies Corporation ZBRA 27.96 3.88
Idex Corporation IEX 0.7 3.79
Heartland Express, Inc. HTLD 4.13 3.76

See Also:

Top FPA Funds