FPA Perennial Review
FPA Perennial FPPFX (Mid Cap)
Investment Objective This mutual fund is interested in long term growth; there current income is not that big of a deal to them! They usually invest in common stocks of U.S. companies in a wide array of different industries and market segments. They can also invest in debt securities, preffered stocks and convertible securities if they so choose. The fund usually holds its assets in the best short term debt securities if they so choose. The fund usually holds its assets in the best short term debt securities of the big name companies. No more than 25% of the fund's total assets can be used in foreign securities
There Asset allocation is94.92% in stocks
0% in bonds
5.08% in cash
0% Other
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