FPA Flexible Fixed Income FundFPFIX

MUTUAL FUNDFirst Pacific
Type
Mutual fund
Peer group
Taxable bond
Net assets
$2.1B
Expense ratio
0.55%
1-year return
+2.0%
3 years, a year
+5.6%
5 years, a year
+3.8%
12-month yield
4.21%
Holdings
390

What it aims to do.

FPA Flexible Fixed Income Fund seeks to provide long-term total return, which includes income and capital appreciation, while considering capital preservation.

Top 10 holdings.

Holding% of fund
US Treasury N/B8.83%
US Treasury N/B8.49%
US Treasury N/B6.61%
US Treasury N/B5.85%
Treasury Bill3.45%
Treasury Bill2.61%
US Treasury N/B2.25%
Treasury Bill1.71%
JP Morgan Mortgage Trust0.93%
MSILF Treasury Portfolio0.77%

More on FPFIX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.