Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

FPA Queens Road Small Cap Value Inv (QRSVX)

38.81
+0.46
+(1.20%)
At close: 8:04:00 PM EDT
Loading Chart for QRSVX
  • Previous Close 38.35
  • YTD Return 1.51%
  • Expense Ratio 0.96%
  • Category Small Value
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 845.13M
  • Beta (5Y Monthly) 0.93
  • Yield 0.76%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.31
  • Inception Date Jun 13, 2002

The fund seeks to achieve its investment objective by investing primarily in the equity securities (common stocks, preferred stocks and convertible securities) of small capitalization U.S. companies. Under normal circumstances, it will invest at least 80% of its assets (for the purpose of this requirement, net assets include net assets plus any borrowings for investment purposes) in equity securities of companies with small market capitalization.

FPA

Fund Family

Small Value

Fund Category

845.13M

Net Assets

2002-06-13

Inception Date

Performance Overview: QRSVX

View More

Trailing returns as of 3/31/2025. Category is Small Value.

YTD Return

QRSVX
1.51%
Category
26.79%
 

1-Year Return

QRSVX
10.46%
Category
71.02%
 

3-Year Return

QRSVX
6.96%
Category
9.35%
 

5-Year Return

QRSVX
12.87%
Category
12.17%
 

People Also Watch

Holdings: QRSVX

View More

Sector Weightings

SectorQRSVX
Technology   30.44%
Industrials   17.40%
Utilities   5.28%
Real Estate   0.10%
Energy   0.00%
Healthcare   0.00%

Recent News: QRSVX

View More

Research Reports: QRSVX

View More

Top Mutual Funds

Waiting for permission
Allow microphone access to enable voice search

Try again.