FPA New Income - Institutional
FPNIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
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Price
1-Month Low
--
1-Month High
--
52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
FPA
Manager/Tenure
(Years)
(Years)
Abhijeet Patwardhan (9)
Website
Address
FPA
Los Angeles CA - 90064
Los Angeles CA - 90064
Country
United States
Phone Number
800-982-4372
Investment Strategy
The investment seeks to provide long-term total return, which includes income and capital appreciation, while considering capital preservation. The fund primarily invests in a diversified portfolio of debt instruments, cash and cash equivalents. It generally invests in highly rated debt instruments and invests at least 75% of its total assets, calculated at market value at the time of purchase, in debt instruments rated at least A- or its equivalent by a NRSRO and in cash equivalent securities.