Fund Insights


April 2, 2015

Morningstar: FPA New Income among defensive go-anywhere bond funds, 4/1

Morningstar's 'Five-Star Investor' column today highlights FPA New Income among "Medalist funds in the multisector- and non-traditional-bond groups ... that held up reasonably well in the last two stress tests for fixed-income funds: the disparate bond-market years of 2008 and 2013" ("5 Go-Anywhere Bond Funds That Have Shown Resilience: While hardly low-risk, these multisector- and non-traditional-bond funds have held up well in recent stress tests," by Christine Benz).

For full story, please click here.



The views expressed in this story are those of the author at the time created.  They do not necessarily reflect the views of the Fund, Advisor, or the Distributor.  These views are subject to change at any time based on market and other conditions, and the Fund, Advisor, or the Distributor disclaims any responsibility to update such views.  No forecasts can be guaranteed. These views may not be relied upon as investment advice or as indication of trading intent on behalf of any FPA portfolio or the Distributor and should not be construed as an offer to sell or a solicitation of an offer to buy securities or any product mentioned in this article. This information and data has been prepared from sources believed reliable. The accuracy and completeness of the information cannot be guaranteed and is not a complete summary or statement of all available data.

No other products mentioned in this article are distributed by UMB Distribution Services, LLC.