For many years, FPA's funds and portfolio managers have been recognized for their dedication and outstanding performance records. Below are some of these awards issued by Morningstar and Lipper.
Robert Rodriguez
Morningstar Fund Manager of the Year 1994*
- FPA Capital Fund, Inc. (FPPTX)
- FPA New Income, Inc. (FPNIX)
Robert Rodriguez
Morningstar Fixed-Income Fund Manager of the Year 2001*
- FPA New Income, Inc. (FPNIX)
Robert Rodriguez, Thomas Atteberry
Morningstar Fixed-Income Fund Manager of the Year 2008*
- FPA New Income, Inc. (FPNIX)
Steven Romick
Morningstar Domestic-Stock Fund Manager of the Decade Nominee in 2009*
- FPA Crescent Fund (FPACX, FPC1Z**)
FPA Capital Fund, Inc. (FPPTX)
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Lipper Performance Achievement Award
1992, 1993, 1996, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006
FPA Crescent Fund (FPACX, FPC1Z**)
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Lipper Performance Achievement Award
2002, 2003, 2004, 2005, 2006, 2007, 2008, 2010, 2011
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Lipper Fund Award
2003, 2010, 2011
FPA New Income, Inc. (FPNIX)
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Lipper Performance Achievement Award
1991, 1994, 1999, 2001, 2003
FPA Paramount Fund, Inc. (FPRAX)
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Lipper Performance Achievement Award
1990, 1991, 1992, 1993, 1994, 1996
FPA Perennial, Inc. (FPPFX)
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Lipper Performance Achievement Award
2001
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Lipper Fund Award
2006
Source Capital, Inc. (SOR)
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Lipper Performance Achievement Award
1993, 2002, 2003, 2004, 2005, 2006
*The Morningstar Fixed Income Fund Manager of the Year (1998, 2000, 2007) award is based on the strength of the manager, performance, strategy, and firm's stewardship. The Morningstar Fund Manager of the Decade award is based on risk-adjusted results over the past 10 years (2000-2009), and other considerations, including the strength of the manager, strategy, and stewardship.
**For Charles Schwab only