FC

FPA Capital Fund | FPPTX

Mutual Fund
FPA Capital
Last update 2021-01-19 44 Stocks (34 new)
Value $143.00 Mil Turnover 64 %
Countries:
Top Holdings: IDCC(9.99%)GPK(5.89%)THS(4.64%)HMN(4.12%)CRI(3.87%)
Portfolio Report

FPA Capital Fund Profile

FPA Capital Fund, Inc. (FPPTX) seeks long-term growth through investing primarily in carefully selected common stocks and select fixed income securities. -Fundamental bottom-up, deep value stock picking with economic and industry point of view -Capitalize on best ideas with concentrated portfolios -Focus on long term, turnover averaging less than 20% over 20 years

FPA Capital Fund Investing Philosophy

FPA Capital Fund primarily invests in the stocks of smaller companies. It selects stocks based on specific fundamental criteria: strong balance sheets, free cash flow, an understandable and successful business strategy under capable management, and unique business characteristics. The fund's purchases are concentrated in companies with relatively low Price/Normalized Earnings, low Price/Pretax Cash flow, low Price/Book Value, low Price/Replacement Value and low Market Cap/Total Revenues. The fund looks for companies with a track record of high returns on equity, and a long history. It sells stocks when the basis for investment has been revised, the stock is selling at a significant premium P/E to the market, profitability recovery has been attained, a management disappointment without expectation of recovery has occurred, or a superior alternative value has presented itself. The fund's portfolio generally holds 25-45 equities and its investment outlook is typically 3-5 years.
Summary Stock Picks Current Portfolio
FPA Capital Fund's Top Stock Picks View Full List
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FPA Capital Fund Total Holding History ($B)

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FPA Capital Fund's Asset Allocation

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FPA Capital Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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FPA Capital Fund's Hypothetical Growth since 2020-12-31

FPA Capital Fund's Yearly Returns

Year Portfolio % % Excess Gain %

FPA Capital Fund's Holdings Heat Map

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FPA Capital Fund's Holdings Bubble Chart

FPA Capital Fund News

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