FPA Crescent Portfolio Fund

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

Fund Performance

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 5 for one year, 3 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-06-11

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Moderately Aggr Target Risk % Rank
Year-to-date 5.04 -0.75 -1.30 57
1-Month 1.32 -0.24 -0.70 72
3-Month 2.94 -0.73 -1.32 90
6-Month 5.04 -0.75 -1.30 57
1-Year 16.04 0.40 -3.62 54
3-Year (Annualized) 11.52 2.34 0.77 16
5-Year (Annualized) 13.30 1.26 -1.21 31
10-Year (Annualized) 8.72 1.22 0.53 3

Moderate Allocation Funds

Highest Returns (10-year)

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