Accolades


For many years, FPA's funds and portfolio managers have been recognized for their dedication and outstanding performance records. Below are some of these awards issued by Morningstar and Lipper.


Morningstar

Robert Rodriguez
Morningstar Fund Manager of the Year 1994*
  • FPA Capital Fund, Inc. (FPPTX)
  • FPA New Income, Inc. (FPNIX)
Robert Rodriguez
Morningstar Fixed-Income Fund Manager of the Year 2001*
  • FPA New Income, Inc. (FPNIX)
Robert Rodriguez, Thomas Atteberry
Morningstar Fixed-Income Fund Manager of the Year 2008*
  • FPA New Income, Inc. (FPNIX)
Steven Romick
Morningstar Domestic-Stock Fund Manager of the Decade Nominee in 2009*
  • FPA Crescent Fund (FPACX, FPC1Z**)
Steven Romick, Mark Landecker and Brian Selmo
Morningstar U.S. Allocation Fund Manager of the Year in 2013*
  • FPA Crescent Fund (FPACX, FPC1Z**)

Lipper Fund Awards United States
FPA Capital Fund, Inc. (FPPTX)
  • Lipper Performance Achievement Award^
    1992, 1993, 1996, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006
  • Lipper Fund Award^
    2012
FPA Crescent Fund (FPACX, FPC1Z**)
  • Lipper Performance Achievement Award^
    2002, 2003, 2004, 2005, 2006, 2007, 2008, 2010, 2011
  • Lipper Fund Award^
    2003, 2010, 2011
FPA New Income, Inc. (FPNIX)
  • Lipper Performance Achievement Award^
    1991, 1994, 1999, 2001, 2003
FPA Paramount Fund, Inc. (FPRAX)
  • Lipper Performance Achievement Award^
    1990, 1991, 1992, 1993, 1994, 1996
FPA Perennial, Inc. (FPPFX)
  • Lipper Performance Achievement Award^
    2001
  • Lipper Fund Award^
    2006

*The Morningstar Fixed Income Fund Manager of the Year (1994, 2001, 2008) award is based on the strength of the manager, performance, strategy, and firm's stewardship. The Morningstar Fund Manager of the Decade award is based on risk-adjusted results over the past 10 years (2000-2009), and other considerations, including the strength of the manager, strategy, and stewardship. The Morningstar U.S. Allocation Fund Manager of the Year award is based on risk-adjusted results over the past year (2013), and other considerations, including the strength of the manager, strategy, and stewardship.

**For Charles Schwab only

^The Lipper Fund Awards program honors funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers. In addition, the Lipper Fund Awards program recognizes fund families with high average scores for all funds within a particular asset class or overall. The awards winners are formally announced between January and April. Lipper designates award-winning funds in most individual classifications for the three-, five-, and ten-year periods and fund families with high average scores for the three-year time period. Lipper Fund Awards are part of the broader Thomson Reuters Awards for Excellence program. Please visit the Awards for Excellence website for more details about the Lipper Fund Awards. Lipper's Performance Achievement Certificates are awarded to funds with returns that topped their Lipper category over one or more time periods: one, five, 10 or 15-year (depending on universe). Certificates are awarded for all Lipper Classifications and for the overall fund universe. Open-end funds, closed-end funds and variable insurance products are considered for awards.