FPA Queens Road Small Cap Value FundQRSAX

MUTUAL FUNDFirst Pacific
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.2B
Expense ratio
0.88%
1-year return
+23.2%
3 years, a year
—
5 years, a year
—
Holdings
46

What it aims to do.

The Fund seeks long-term capital growth.

Top 10 holdings.

Holding% of fund
MSILF Treasury Portfolio10.95%
RLI RLI Corp3.94%
UGI UGI Corp3.87%
Vanguard 0-3 Month Treasury Bi3.86%
SNX TD SYNNEX Corp3.75%
OSK Oshkosh Corp3.38%
NJR New Jersey Resources Corp3.22%
ARW Arrow Electronics Inc3.20%
IDCC InterDigital Inc2.79%
LFUS Littelfuse Inc2.78%

More on QRSAX.

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