FPA Perennial Profile

Performance

   

Odds of Distress

Check how we calculate scores
Equity ratings for FPA Perennial Fund are calculated based on Macroaxis scoring framework. The performance scores are derived for the period starting June 19, 2019 and ending today September 17, 2019. Click here to learn more.
10.97
USD 0.02  0.18%

FPA Perennial Summary

FPA Perennial Fund [FPPFX] is traded in USA and was established September 17, 2019. The fund is listed under Large Blend category and is part of FPA family. FPA Perennial Fund currently has accumulated 67.81M in assets under management (AUM) with minimum initial investment of 1.5K. , while the total return for the last 3 years was 23.3%.
Check FPA Perennial Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Top Fund Constituents

FPA Perennial Target Price Odds Analysis

Odds Below 10.97HorizonTargetOdds Above 10.97
64.90%30 days 10.97 35.03%
Based on normal probability distribution, the odds of FPA Perennial to move above current price in 30 days from now is about 35.03% (This FPA Perennial Fund probability density function shows the probability of FPA Perennial Fund to fall within a particular range of prices over 30 days) .

FPA Perennial Fund Risk Profiles

FPA Perennial Key Fundamentals

FPA Perennial Against Markets

FPA Perennial Vital Trading Data

The investment seeks long-term growth of capital current income is a secondary consideration. FPA Perennial is traded on BATS Exchange in USA. more
NameFPA Perennial Fund
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressFPA Perennial Fund Inc
ExchangeBATS Exchange
Fund FamilyFPA
Fund CategoryLarge Blend
BenchmarkDOW
Phone800 982 4372
CurrencyUSD - US Dollar
Beta In Three Year1.11
StartdateSeptember 1, 2015
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