FPA Paramount Fund

Class Inv (FPRAX)
Scorecard
4 / 5 Stars
Lipper
2 2 3 5 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
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U.S. News evaluated 304 World Stock 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 19.23 percent over the past year, 11.32 percent over the past three years, 24.21 percent over the past five years, and 8.31 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 19.2%
3 Years (Annualized) 11.3%
5 Years (Annualized) 24.2%
10 Years (Annualized) 8.3%

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Summary

The investment seeks a high total investment return, including capital appreciation and income. The fund will invest primarily in equity securities of companies with market capitalizations in excess of $2 billion, which includes companies domiciled 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 seeks to invest in these businesses when their market prices are less than the Adviser's estimate of their intrinsic values. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
FPA Paramount Fund has an expense ratio of 0.92 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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