Atlantic Financial Inc. Wealth Management and investing Home Page

Atlantic Financial Global economy

FPA Funds

Fund Family Name	Fund Name	CUSIP	Symbol		Morningstar Prospectus Objective	Min Initial Purchase	Min Subsequent Purchase	Min IRA Purchase	Expense Ratio	12b-1	Sales Charge	Available to New Shareholders	Available to Existing Shareholders	Exchange In Eligible	Foreign Purchase Eligible
FPA Funds	FPA CAPITAL FUND	302539101	FPPTX	Mutual Fund	Small Company	$ 1500	$ 100	$ 100	0.93	0	5.25	Yes	No	0	Y
FPA Funds	FPA CRESCENT INSTL	30254T759	FPACX	Mutual Fund	Balanced	$ 1500	$ 100	$ 100	1.23	0	None	No	Yes	89	Y
FPA Funds	FPA NEW INCOME	302544101	FPNIX	Mutual Fund	Corporate Bond - High Quality	$ 1500	$ 100	$ 100	0.61	0	3.50	Yes	Yes	0	Y
FPA Funds	FPA PARAMOUNT	302546106	FPRAX	Mutual Fund	Growth and Income	$ 1500	$ 100	$ 100	0.89	0	5.25	Yes	Yes	0	Y
FPA Funds	FPA PERENNIAL	302548102	FPPFX	Mutual Fund	Growth and Income	$ 1500	$ 100	$ 100	1.02	0	5.25	Yes	Yes	0	Y

disclaimer atlantic financial licence