| 45.04 Net Asset Value | -1.21% 1 Day | +9.61% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.02% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.33% | 3 years | +17.13% | |
| 3 months | +5.16% | 5 years | +7.18% | |
| 1 year | +33.43% | Since inception | +12.00% |
| FPPFX | Category | |
|---|---|---|
| Performance 5-yr return | +7.18% | +6.62% |
| Expense ratio | 1.02% | 1.37% |
| Risk 5 year sharpe ratio | 0.43 | 0.32 |
| Net assets | $285.7M | $1.1B |
| Average market cap | $4.2B | $6.8B |
| Average P/E | 21.3 | 22.6 |
| 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 / 13 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% |
| ORLY O'Reilly Automotive, Inc. | 6.77% |
| SIG Signet Jewelers Ltd | 6.62% |
| KMX CarMax, Inc. | 6.58% |
| WBC Wabco Holdings Incorporated | 5.69% |
| CPRT Copart, Inc. | 4.97% |
| SCSC ScanSource | 4.15% |
| FTI FMC Technologies, Inc. | 3.92% |
| ZBRA Zebra Technologies Corporation | 3.80% |
| HNI HNI Corporation | 3.63% |
| GGG Graco Incorporated | 3.58% |
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