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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.41% 0.32% 304.43M 39168.20
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.62% 14.00% 76.16M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term growth of principal and income. The Fund invests primarily in publicly traded common stocks of mid- and large-cap US and non-US companies, including companies in emerging market countries. The Adviser manages the Fund's portfolio according to its Contrarian Value Equity Strategy.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Large-Cap Value
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name FPA
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
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--
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
-17.87%
29.53%
15.65%
25.20%
3.43%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
32.39%
2.03%
20.46%
-7.38%
21.27%
-2.75%
9.37%
11.61%
22.40%
1.49%
16.54%
9.52%
5.48%
-12.69%
11.81%
3.03%
17.15%
2.75%
22.20%
9.69%
21.52%
-8.03%
20.96%
14.14%
30.02%
1.43%
--
--
--
--
--
12.52%
9.50%
4.29%
As of January 09, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.46%
Stock 98.33%
Bond 1.35%
Convertible 0.00%
Preferred 0.00%
Other -0.15%
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Basic Info

Investment Strategy
The Fund seeks long-term growth of principal and income. The Fund invests primarily in publicly traded common stocks of mid- and large-cap US and non-US companies, including companies in emerging market countries. The Adviser manages the Fund's portfolio according to its Contrarian Value Equity Strategy.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Large-Cap Value
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name FPA
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

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