FPA Global Equity ETF FPAG

Medalist Rating as of | See FPA Investment Hub

Morningstar’s Analysis FPAG

Will FPAG outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Equity-only carveout of the flagship fund.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

FPA Global Equity ETF features skilled investors and a distinctive investment approach.

Rated on Published on

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Portfolio Holdings FPAG

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Flavors & Fragrances Inc

4.13 27M
Basic Materials

Alphabet Inc Class C

3.80 25M
Communication Services

Heineken Holding NV

3.56 23M
Consumer Defensive

Analog Devices Inc

3.52 23M
Technology

Becton Dickinson & Co

3.40 22M
Healthcare

Meta Platforms Inc Class A

3.37 22M
Communication Services

Vanguard 0-3 Month Treasury Bill ETF

2.99 19M
—

Citigroup Inc

2.99 19M
Financial Services

Arthur J. Gallagher & Co

2.94 19M
Financial Services

Amazon.com Inc

2.78 18M
Consumer Cyclical

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