FPNRX Mutual Fund
NAV$9.89
AUM$63M
TER0.55%
Holdings341
FPNRX Mutual Fund
NAV$9.89
FPA New Income Fund Investor Class
AUM$63M
TER0.55%
Holdings341
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Showing 10 of 341 holdings(as of Mar 31, 2026)Top 10 Weight: 36.65%
FPNRX Mutual Fund Top Holdings
FPNRX holdings top 10 positions. The top 10 holdings account for 36.6% of the fund, led by Us Treasury N/B 3.50% 02/28/2031 3.5 at 9.1%, Treasury Note (Otr) 3.63% Oct 31, 2030 at 7.5%, United States Treasury Note/Bond 3.75 01/31/2031 at 7.3%.
FPNRX portfolio concentration is moderate, with the top 10 representing 36.6% of total assets. The largest sector exposure is Other at 66.3%.
FPNRX sector allocation provides a detailed breakdown. FPNRX overlap tool shows how holdings compare to other funds in your portfolio.