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Symbol Name Inst. Rating* Comments
Domestic - Mid-Cap Growth
FPPFX FPA PERENNIAL Objective: Long-term growth of capital, with an emphasis on investment for individual and corporate retirement plans.
Investments: Common stock; preferred stock; fixed income; convertible securities.
FPRAX FPA PARAMOUNT Objective: High total investment return, from both capital appreciation and income.


Investments: Common stock; preferred stock; fixed income; convertible securities.
Domestic - Mid-Cap Blend
FPPTX FPA CAPITAL FUND Objective: Long-term growth of capital, with current income as a secondary consideration. Investments: Common stock; preferred stock; fixed income; convertible securities.

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