| 42.94 Net Asset Value | -0.21% 1 Day | +4.50% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.00% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.58% | 3 years | +11.69% | |
| 3 months | +6.05% | 5 years | +8.52% | |
| 1 year | +14.98% | Since inception | +11.92% |
| FPPFX | Category | |
|---|---|---|
| Performance 5-yr return | +8.52% | +6.62% |
| Expense ratio | 1.00% | 1.38% |
| Risk 5 year sharpe ratio | 0.47 | 0.39 |
| Net assets | $282.4M | $1.1B |
| Average market cap | $3.7B | $6.7B |
| Average P/E | 18.5 | 20.9 |
| Portfolio turnover | 2% | 2% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | FPA |
| Fund manager & tenure | Eric Ende / 17 Years |
| Minimal initial investment | $1,500.00 |
| Minimum IRA investment | $100.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 27.06% |
| Business service | 13.70% |
| Healthcare | 13.52% |
| Consumer goods | 13.25% |
| Hardware | 12.82% |
| KMX CarMax, Inc. | 6.43% |
| ORLY O'Reilly Automotive, Inc. | 6.40% |
| SIG Signet Jewelers Ltd. | 5.73% |
| WBC Wabco Holdings Incorporated | 5.70% |
| SCSC ScanSource | 4.69% |
| CPRT Copart, Inc. | 4.64% |
| LIFE Life Technologies Corp | 4.32% |
| GGG Graco Incorporated | 3.45% |
| ZBRA Zebra Technologies Corporation | 3.44% |
| NE Noble Corporation | 3.39% |
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