Fpa Capital Fund Ten Year Return
Fpa Capital Fund fundamentals help investors to digest information that contributes to Fpa Capital's financial success or failures. It also enables traders to predict the movement of Fpa Mutual Fund. The fundamental analysis module provides a way to measure Fpa Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fpa Capital mutual fund.
Fpa |
Fpa Capital Fund Mutual Fund Ten Year Return Analysis
Fpa Capital's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fpa Capital Ten Year Return | 3.63 % |
Most of Fpa Capital's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fpa Capital Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Fpa Capital Fund has a Ten Year Return of 3.63%. This is much higher than that of the FPA family and significantly higher than that of the Mid-Cap Value category. The ten year return for all United States funds is notably lower than that of the firm.
Fpa Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fpa Capital's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Fpa Capital could also be used in its relative valuation, which is a method of valuing Fpa Capital by comparing valuation metrics of similar companies.Fpa Capital is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Fpa Capital
The fund invests 56.04% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (17.39%) , cash (21.72%) and various exotic instruments.Asset allocation divides Fpa Capital's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Fpa Fundamentals
| Price To Earning | 12.41 X | |||
| Price To Book | 1.31 X | |||
| Price To Sales | 0.70 X | |||
| Total Asset | 241.05 M | |||
| One Year Return | 0.13 % | |||
| Three Year Return | (3.75) % | |||
| Five Year Return | (2.87) % | |||
| Ten Year Return | 3.63 % | |||
| Net Asset | 241.05 M | |||
| Minimum Initial Investment | 1.5 K | |||
| Cash Position Weight | 21.72 % | |||
| Equity Positions Weight | 56.04 % | |||
| Bond Positions Weight | 17.39 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Fpa Capital in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Fpa Capital's short interest history, or implied volatility extrapolated from Fpa Capital options trading.
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Other Consideration for investing in Fpa Mutual Fund
If you are still planning to invest in Fpa Capital Fund check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Fpa Capital's history and understand the potential risks before investing.
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