Fpa New Income Fund Quote
| FPNIX Fund | USD 10.02 0.01 0.1% |
Performance23 of 100
| Odds Of DistressLess than 14
|
Fpa New is trading at 10.02 as of the 3rd of October 2024; that is 0.1% up since the beginning of the trading day. The fund's open price was 10.01. Fpa New has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Fpa New Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 3rd of October 2024. Click here to learn more.
The fund primarily invests in a diversified portfolio of debt securities, cash and cash equivalents. It generally invests in highly rated debt securities and invests at least 75 percent of its total assets, calculated at market value at the time of purchase, in debt securities rated at least A- or its equivalent by a NRSRO and in cash equivalent securities.. More on Fpa New Income
Moving together with Fpa Mutual Fund
Fpa Mutual Fund Highlights
| Fund Concentration | FPA Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, FPA (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Fpa New Income [FPNIX] is traded in USA and was established 3rd of October 2024. Fpa New is listed under FPA category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of FPA family. This fund currently has accumulated 7.94 B in assets under management (AUM) with minimum initial investment of 1.5 K. Fpa New Income is currently producing year-to-date (YTD) return of 5.84% with the current yeild of 0.02%, while the total return for the last 3 years was 3.24%.
Check Fpa New Probability Of Bankruptcy
Instrument Allocation
Fpa New Income Risk Profiles
| Mean Deviation | 0.1379 | |||
| Standard Deviation | 0.1854 | |||
| Variance | 0.0344 | |||
| Downside Variance | 0.0351 |
Fpa New Against Markets
Other Information on Investing in Fpa Mutual Fund
Fpa New financial ratios help investors to determine whether Fpa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fpa with respect to the benefits of owning Fpa New security.
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