June 9, 2008 KIPLINGER.COM - FPA Crescent was featured in the “Fund Watch” column ("A Low-Risk Fund for This Market," by Andrew Tanzer).

June 4, 2008 MORNINGSTAR.COM - In the “Five-Star Investor” column, FPA New Income is one of three funds recommended that "have outshined their peers with fewer downswings" ("Top Funds for Nail-Biters," by Karin Anderson).

June 3, 2008 FOX NEWS - Tom Atteberry appeared on Fox Business Network in an interview with anchors Brian Sullivan and Dagen McDowell at the Fox studios in New York ("Bailout Fallout").

June 2008 KIPLINGER’S PERSONAL FINANCE - A sidebar to the main investing feature offers Bob Rodriguez's market outlook ("How I See the Market: Bob Rodriguez, manager FPA Capital and FPA New Income," p. 36).

May 21, 2008 MORNINGSTAR.COM - In the “Five-Star Investor” column, FPA Crescent was covered among only 11 diversified funds passing a screen for top-third performance versus category peers for both one and 10 years, manager tenure of at least 10 years, below average expenses, and a 15% or greater allocation to energy stocks ("Energy Brightens These Well-Run Funds," by Karin Anderson).

May 11, 2008 WALL STREET JOURNAL - The Sunday issue covered FPA Capital among funds that "have delivered top-notch results" with significant weightings in cash ("More Funds Find Security in Cash," by Jonathan Burton).

May 8, 2008 MORNINGSTAR.COM - In the “Fund Spy” column, FPA Capital is one of five long-term top performers recommended ("Five Fund Picks for the Next 15 Years," by Bridget Hughes).

May 5, 2008 BUSINESS WEEK - Tom Atteberry is the subject of a Q&A ("Ferreting Out Income Plays," p. 64, by Ben Levisohn). Also available in the online issue. May 2008 MONEY MAGAZINE - FPA Perennial is one of three “Money 70” funds recommended in the “Fund Watch” column ("Steady Eddie Funds for Unsteady Times," p. 76, by Penny Wang).

May 2008 MONEY MAGAZINE - Bob Rodriguez is profiled as the country's top fund manager in a story among the cover features in "The 100 Best" ("The Best Fund Manager of Our Time: Robert Rodriguez has accomplished an unheard-of feat: driving staggering returns in both a stock fund (FPA Capital) and a bond fund (FPA New Income) for more than two decades," p. 31, by Jason Zweig). An online version of the story is available now from the CNN/Money site at: http://money.cnn.com.

May 2008 KIPLINGER’S PERSONAL FINANCE - In his “Promised Land” commentary, contributing editor and money manager Andrew Feinberg cites Bob Rodriguez's June 2007 remarks to the CFA Society of Chicago as "a landmark of brilliant financial forecasting" ("Tune Out the Seers: Ignore most predictions. Focus instead on actions by brilliant investors and analysis by someone you respect," p. 49).

April 14, 2008 KIPLINGER.COM - The “Fund Watch” column featured an interview with Bob Rodriguez ("Bob Rodriquez's Gloomy View: The ace fund manager expects a subdued economic recovery and mediocre returns from both stocks and bonds over the next few years," by Amy Bickers).

April 7, 2008 USA TODAY - The lead story covers FPA's "Crossing the Rubicon" commentary by Bob Rodriguez (“Which way do investors go next? Answer could come soon with 1st-quarter results," p. 5B, by John Waggoner).

April 6, 2008 LOS ANGELES TIMES - FPA Crescent was recommended in the lead story in the “Mutual Fund Quarterly Review” section ("Finding the right investment mix in a tumultuous market," by Tom Petruno).

April 6, 2008 NEW YORK TIMES - In the “Mutual Funds Report” quarterly special section, Bob Rodriguez was featured in a story on fund managers who have "done a much better job of preserving the capital of their investors" by allocating assets to cash ("It Wasn't the Time To Be 'Fully Invested,'" p. BU 33, by Norm Alster).

April 6, 2008 WALL STREET JOURNAL - A story on fund-company shareholder reports quoted from the FPA "Credit Crisis" commentary by Bob Rodriguez ("Peek Into Your Fund Managers' Minds," by Shelly Banjo).

April 3, 2008 INVESTOR’S BUSINESS DAILY - Bob Rodriguez and FPA Capital are the subjects of the “Fund Manager Q&A” in the “Mutual Fund Quarterly” special section ("FPA's Rodriguez Keeps His Powder Dry and Outperforms In Sell-Off," p. A6, by Paul Katzeff).

April 3, 2008 SMART MONEY.COM - In a review of first-quarter fund performance, FPA Capital was noted among the quarter's winners ("First Quarter Features More Losers Than Winners," by Rob Wherry).

April 3, 2008 MORNINGSTAR.COM - In the “Fund Spy” column, FPA was highlighted among fund companies that are outstanding stewards of shareholder capital ("Does Your Fund Company Put You First? Morningstar's Stewardship Grades rate firms' corporate cultures," by Laura Lutton).

April 2008 MORNINGSTAR FUNDINVESTOR - In the cover story on funds with expense ratios that have dropped in the last year, editor Russ Kinnel notes FPA Crescent as a fund that's "recently reopened" and "definitely worth a look" ("The Rush to Cut Fees Has Ended, But We Found Some Bargains," p. 1). FPA Crescent is also one of three funds recommended in “The Contrarian” column ("Funds That Will Keep You in the Market," p. 10, also by Russ Kinnel).

March 31, 2008 WSJ.COM - In the 'R.O.I.' investing column in the online edition, columnist Brett Arends featured FPA Capital ("How Fund Manager Didn't Lose a Bundle").

March 31, 2008 CNBC - Tom Atteberry appeared on the “Closing Bell” program in a segment from the New York Stock Exchange with anchors Maria Bartiromo and Dylan Ratigan, and JPMorgan chief U.S. equity strategist Tom Lee ("Recession vs. Recovery: Discussing how to prep for the coming quarter").

March 24, 2008 MORNINGSTAR.COM - In the “Fund Spy” column, director of mutual fund research Russ Kinnel cites FPA among fund groups "good at using cash either as a macro call or as a reflection of opportunities the manager is finding" ("These Fund Statistics Are Broken as Indicators: For mutual funds, cash is...cash").

March 14, 2008 KIPLINGER.COM - The “Stock Watch” commentary quoted from the FPA Capital September 30 semi-annual report ("Bear Stearns: Tip of the Iceberg: We expect more bank meltdowns as the subprime mortgage mess continues to play out," by Andrew Tanzer).

March 10, 2008 MORNINGSTAR.COM - FPA Paramount is covered in Morningstar's new update on its seven 'Analyst Picks' in the mid-cap growth category ("Our Favorite Mid-Cap Growth Funds," by David Kathman).

March 3, 2008 WALL STREET JOURNAL - FPA New Income is recommended in the lead story in the “Investing in Funds” monthly special section ("Avoiding the Danger Zone: Conventional strategies for turbulent markets might not work anymore. Here are new moves for the risk averse," p. R1, by Eleanor Laise).

March 2, 2008 WASHINGTON POST - Morningstar's recent upgrade of the FPA Funds' Stewardship Grades was covered in a “Market Buzz” item in ("Two Marks of Good Fund Management," p. F2, by Steven Levingston).

February 29, 2008 OUTSTANDING INVESTOR DIGEST - The issue carries Bob Rodriguez's "Credit Crisis" letter from January, shown on FPA’s home page.

February 26, 2008 MORNINGSTAR.COM - Bob Rodriguez is cited in a “Stock Strategist” column on the origins and consequences of the "lending bubble" ("Our Updated Take on Financial Stocks: We still see opportunities amid the turmoil," by Matthew Warren).

February 23, 2008 WALL STREET JOURNAL - In the “Green Thumb” personal-finance column, Bob Rodriguez was cited among "long-term stars" willing to hold cash while seeking compelling investment opportunities ("Places to Park Cash, Other Than a Mattress," p. B1, by Brett Arends).

February 18, 2008 FORTUNE - In an “Investor's Special: Recession Economy” feature, Bob Rodriguez appears among "notable investors" surveyed for an investment outlook ("Now What? Gloom in the Markets Means Great Opportunities, If You've Got Courage and Patience," p. 40, by Shawn Tully).

February 13, 2008 MORNINGSTAR.COM - In the “Five-Star Investor” column, FPA New Income appears among 12 intermediate-term bond funds passing a screen for below-average duration, high credit quality, below-average expenses, above-average five-year returns and manager tenure of at least five years ("All-Weather Bond Funds," by Karin Anderson).

February 11, 2008 CNBC - Steven Romick appeared on the “Power Lunch” program in the "Five-Star Investors" segment with anchor Sue Herera and CNBC media and technology editor Dennis Kneale ("Return With Less Risk: Eyeing stock picks that have strong returns with less market risk").

February 5, 2008 MORNINGSTAR.COM - Bob Rodriguez's "Fund Manager of the Year" awards for 2001 and 1994 are listed in the “Fund Spy” column recognizing all past honorees ("Morningstar Fund Manager of the Year Winners").

February 5, 2008 MORNINGSTAR.COM - FPA New Income was one of two featured picks in the weekly “Fund Picks and Pans” email to premium-service subscribers.

February 2008 MONEY - In a story in the cover features, FPA Perennial and FPA New Income are again named to “The Money 70” editors' annual selection of "the best mutual funds you can buy" ("Funds for the Long Run," p. 69, by Penny Wang and Walter Updegrave).

February 2008 NO-LOAD FUND ANALYST - The newsletter includes a “Fund Update” report on FPA Crescent. The editors conclude by maintaining their recommendation of the fund.

January 27, 2008 CHICAGO TRIBUNE - Bob Rodriguez was quoted in two pieces by “Your Money” columnist Gail Marks Jarvis, regarding the current credit crisis.

January 24, 2008 MORNINGSTAR - Morningstar has posted new Stewardship Grade commentaries dated January 24 for FPA Capital, New Income and Crescent, with coverage now reflecting the appointment of Willard Altman as independent chairman of the funds' boards. The commentary has been revised for each fund in the “Board Quality” sub-section only, and the corresponding “Board Quality” grade raised from “B” to “A” for FPA Capital and New Income, and from “C” to “B” for Crescent.

January 19, 2008 LOS ANGELES TIMES - The “Market Beat” column focused on the investment outlook of Bob Rodriguez ("Advice as the storm blows on," p. C-1, by Tom Petruno).

January 17, 2008 MORNINGSTAR.COM - In the “Fund Spy” column, FPA Crescent is one of four recently reopened funds recommended ("It's Okay to Get Excited about These Fund Reopenings," by senior fund analyst Paul Herbert).

January 2008 SMART MONEY - The “Where to Invest 2008" issue includes a Q&A with Bob Rodriguez ("The Interest Rate Dilemma," page 62, by Nicole Bullock).

December 2007 NO-LOAD FUND ANALYST - The newsletter featured Bob Rodriguez in a front-page "virtual roundtable" with Dan Fuss of Loomis Sayles and Stephen Jen of Morgan Stanley. The full issue is now freely available online at: www.nfla.com

December 31, 2007 BARRON’S - Julian Mann is quoted in the Current Yield column, a summary of the bond market in 2007 ("Subprime in Prime Time," page M9, by Emily Barrett).

December 24, 2007 FORTUNE - In the “Investor's Guide 2008” special issue, Bob Rodriguez is featured in the investor roundtable ("What's ahead for 2008: Four top investment experts look at what will move markets and shape the economy in the coming year," p. 44, by Geoff Colvin).

December 20, 2007 MORNINGSTAR.COM - In the “Fund Spy” column announcing candidates for Morningstar's Fixed-Income Manager of the Year designation, senior fund analyst Paul Herbert names Bob Rodriguez and Tom Atteberry among honorable mentions ("Five Nominees for Fixed-Income Manager of the Year").

December 19, 2007 BARRON’S ONLINE - Eric Ende was quoted in a “Weekday Trader” column on Noble Corp. ("Tapping into the Spoils of Foreign Oil: Though shares of oil-services giant Noble Corp. are up 33% this year, they're still cheap," by Naureen Malik).

December 19, 2007 MORNINGSTAR.COM - In the “Bond Squad” column today, associate director of fund analysis Scott Berry covers FPA New Income among "this year's bond-fund winners" ("Bond Squad Year-End Hollywood Edition").

December 19, 2007 MORNINGSTAR.COM - In the “Five-Star Investor” column today, FPA Capital is covered among funds with long-tenured managers who "seem to have successors waiting in the wings" ("Do Your Funds Carry Succession Risk? Things to consider when choosing a fund with a veteran manager," by Karin Anderson).

December 15, 2007 WALL STREET JOURNAL - The reopening of FPA Crescent was covered in the “Green Thumb” personal-finance column in the weekend edition ("Good News Comes Along as Funds Reopen," p. B1, by Shefali Anand).

December 14, 2007 WALL STREET JOURNAL - Tom Atteberry is quoted in the “Ahead of the Tape” column ("Treasurys Show A Disconnect With Inflation," p. C1).

December 10, 2007 MORNINGSTAR.COM - The director of mutual fund research, Russ Kinnel, covers FPA Paramount in the “Fund Spy” column highlighting "funds that are attractive and are not going to pay out capital gains this December" ("Four Great Funds You Can Buy in December").

December 3-4, 2007 BLOOMBERG.COM, INTERNATIONAL HERALD TRIBUNE - Tom Atteberry was quoted in a story on inflation risks ("Treasuries, Oil Surge May Foreshadow Bond Bear Market," by Daniel Kruger and Wes Goodman).

December 2007 MONEY MAGAZINE - FPA New Income is recommended in the cover story of the December “Forecast 2008” issue ("All the Right Moves for 2008: The 22 best ways to keep safe, spend smart and make your money grow in the year ahead," p. 96).

November 30, 2007 WALL STREET JOURNAL - Tom Atteberry is quoted in a story on distressed-debt investing ("Vultures” Circle, Warily: Citadel Moves In on E*Trade, But Other Investors Are Reluctant to Embrace Distressed Debt," p. C1, by Craig Karmin and Karen Richardson).

November 28, 2007 BARRON'S ONLINE - Bob Rodriguez is cited in “Up and Down Wall Street Daily” commentary by editor Randy Forsyth ("The Bipolar Market Still Looks a Bit Unstable").

November 27, 2007 BLOOMBERG.COM - Tom Atteberry was quoted in a story on Freddie Mac's planned preferred-stock offering ("Freddie Mac to Sell $6 Billion in Preferred Stock," by James Tyson).

November 21, 2007 MORNINGSTAR.COM - FPA New Income was covered in a “Bond Squad” column on past Bond-Fund Managers of the Year ("Update on Our Last 10 Bond-Fund Managers of the Year"). Senior fund analyst Paul Herbert notes, "Rodriguez and Atteberry are up for the award again this year."

November 16, 2007 BLOOMBERG.COM - Tom Atteberry was quoted in a roundup on the day's trading in Treasuries ("Treasuries Fall as Fed Officials Say Rate Cuts Less Likely," by Deborah Finestone and Sandra Hernandez).

November 15, 2007 MSN MONEY - Bob Rodriguez was quoted in a commentary identifying "the worst offenders" in generating the subprime-mortgage crisis ("Who's to blame for the mortgage mess? We name some of the villains in a credit crunch built on irresponsible subprime lending in the United States," by Michael Brush). Online at: articles.moneycentral.msn.com.

November 9, 2007 WALL STREET JOURNAL -Tom Atteberry was quoted in coverage of the SIV super-fund ("Planners Accelerate Work on SIV Rescue: New Credit Woes Add to Pressure to Finalize Details of Super-Fund," p. C2, by Carrick Mollenkamp, Robin Sidel and Valerie Bauerlein).

November 1, 2007 MORNINGSTAR.COM - In the “Fund Spy” column, FPA Crescent was highlighted among funds whose managers are willing to hold significant allocations to cash ("Why Cash Isn't Trash for Great Fund Managers," by Christine Benz).

November 2007 INVESTMENT ADVISOR - Steven Romick is profiled in the November issue ("Balanced Contrarian," page 72, by Kathleen M. McBride).

October 29, 2007 MORNINGSTAR.COM - FPA Capital was covered in an update on six “Analyst Picks” in the small-cap value category ("Our Favorite Small Value Funds," by Marta Norton).

October 29, 2007 FORTUNE - Steven Romick was quoted in “The Bulldog” column ("The Value Question: The price of everything, even a spouse, seems to be up in the air," p. 76, by Bethany McLean). Also available online at money.cnn.com.

October 29, 2007 BLOOMBERG.COM - Tom Atteberry was quoted in the corporate-bond roundup, on the day's corporate-bond sales ("Coca-Cola, Motorola Lead $5.9 Billion in Company Bond Sales," by Fabio Alves).

October 28, 2007 NEW YORK TIMES - Tom Atteberry was quoted in the “Fundamentally” column on inflation risks ("Maybe Inflation Is More Than a Sideshow," p. BU 5, by Paul Lim).

October 27, 2007 WALL STREET JOURNAL - Julian Mann of FPA New Income was quoted in the weekend edition in a “Credit Markets” column on Moody's downgrades of CDOs ("CDO Ratings Are Whacked by Moody's, p. B1, by Aparajita Saha-Bubna and Carrick Mollenkamp).

October 22, 2007 CNBC - Tom Atteberry appeared on CNBC's “Closing Bell” program in a segment with anchor Maria Bartiromo ("Market Day in Review: An overview of today's market activity"). The segment may be viewed online at cnbc.com.

October 19, 2007 THESTREET.COM - FPA Capital appeared ranked as the fourth best-performing mutual fund for the 20-year period ended September 30, according to TheStreet.com’s ratings ("Best-Performing Funds Over the Past 20 Years: Black Monday proved a short, albeit painful, blip for investors in these stock funds," by Richard Widows).

October 11, 2007 WALL STREET JOURNAL - In the “Fund Spy” column, FPA New Income is one of five funds recommended as "better than they currently look" and which "may be overlooked by those simply screening on rankings and ratings" ("Baseball Gives a Lesson on Relative Return Limits: Investors don't have to wait 'til next year to back a winner," by Michael Breen).

October 10, 2007 WALL STREET JOURNAL - In a story on navigating risks in the bond market in the “Investing in Funds” quarterly special section, FPA New Income is cited among funds "worth considering" ("Junkyard Hazards: Investors looking for high-yield-debt bargains could get hurt. A better bet may be funds with beaten-up but higher-quality bonds," p. R7, by Michael Pollock).

October 8, 2007 THESTREET.COM - FPA Paramount is cited in the “Mutual Fund Monday” column on Morningstar's new Stewardship Grade methodology as one of the Funds at the top ("Morningstar's Changed; How's Your Fund Rate?" by Larry Carrel).

October 4, 2007 WALL STREET JOURNAL - Steven Romick was quoted in the weekend edition in a story on the outlook for the stock market ("How Safe Is the Soaring Stock Market? Rise Is Driven by View Of Where Safety Lies, But Some See Dangers," p. B1, by Tom Lauricella).

October 4, 2007 MORNINGSTAR.COM - The “Fund Times” news roundup was led with a brief on the partial re-opening of FPA Crescent ("FPA Reopens Successful Fund," by Andrew Gunter).

October 2007 CREDIT MAGAZINE - FPA New Income is profiled in ("The waiting game pays off: Betting against the markets takes a steady nerve, but for Robert Rodriguez and Thomas Atteberry, the strategy has paid off -- and how," by Dalia Fahmy).

September 26, 2007 CNBC - Tom Atteberry appeared on the “Closing Bell” ("Fueling the Rally: Stocks have been holding gains today, even though durable goods orders last month fell more than expected"). The segment can be viewed online from CNBC's website.

September 25, 2007 MORNINGSTAR.COM - In the “Stock Strategist” column highlighting five stocks favored by "superstar" small-cap fund managers, Bob Rodriguez is included among "Our Favorite Small-Cap Fund Managers" whose holdings were reviewed for the feature ("Morningstar's Small-Cap Superstars' Portfolio," by Justin Perucki).

September 25, 2007 MORNINGSTAR.COM - In a “Fund Analyst Update” follow-up to the announcement of the new Stewardship Grade methodology, FPA is ranked #10 among families that have been graded thus far ("Fund Families with the Best and Worst Grades").

September 24, 2007 USA TODAY - In the “Securing Your Retirement” special section, Bob Rodriguez is one of six financial professionals who share with readers "their most regrettable financial decisions" ("Pros fess up to their retirement-building blunders," p. 5B, by Sandra Block, Kathy Chu, Christine Dugas, Mindy Fetterman, Noelle Knox and John Waggoner).

September 23, 2007 CHICAGO TRIBUNE - In the syndicated “Your Money” column, financial planner Vern Hayden noted FPA New Income among funds his firm is recommending to clients now ("Bond quality important in unsettled times," by Andrew Leckey).

September 19, 2007 MORNINGSTAR.COM - In the “Bond Squad” column, Bob Rodriguez and Tom Atteberry are named among candidates for this year's Fixed-Income Manager of the Year award ("Initial Nominees for 2007 Fixed-Income Manager of the Year," by Paul Herbert).

September 10, 2007 WALL STREET JOURNAL - In “The Journal Report,” the monthly review of mutual funds, FPA Capital Fund and FPA New Income are included in the recommended “Growth and Income” portfolio of Tiburon, CA-based investment advisors Kurt Brouwer and Steve Janachowski ("All Weather Portfolio," page R4, by Shefali Anand).

September 2, 2007 NEW YORK TIMES - Bob Rodriguez was quoted in an article about the subprime mess ("Subprime Time," by Roger Lowenstein).

September 1, 2007 NEW YORK TIMES - Tom Atteberry was quoted in the "Market Values" column, on shares of mortgage lenders ("No Rush to Snap Up Lenders," by Conrad De Aenlle).

September 2007 KIPLINGER'S PERSONAL FINANCE -Tom Atteberry is featured in a Q&A interview ("Why interest rates are headed up," p. 18), available at Kiplinger.com

August 27, 2007 THESTREET.COM - Funds columnist Brett Arends focused on comments from Tom Atteberry in response to Bill Gross's September investment outlook ("Bond Manager Says Don't Bail Out Subprime: First Pacific's Tom Atteberry says a housing slump won't bring down the economy"), available at TheStreet.com.

August 24, 2007 WALL STREET JOURNAL - The “Fund Track” column carried the Dow Jones newswire story citing FPA New Income among bond funds leading peers this year-to-date ("Some Bond-Fund Tortoises Beat the Hares Like Pimco," p. C2, by Michael Pollock).

August 19, 2007 NEW YORK TIMES - Tom Atteberry was quoted in the “Investing” column, in coverage of bond-fund managers' positioning for current market conditions ("Avoiding the Credit Storm, by Swimming in Midstream," p. BU 4, by Conrad De Aenlle).

August 17, 2007 WALL STREET JOURNAL - Tom Atteberry was quoted in the front-page coverage of Countrywide, and in the accompanying “Credit Markets” column on commercial paper in the “Money & Investing” section.

August 13, 2007 BARRON'S - Steven Romick and FPA Crescent appear in “Barron's/Value Line Top 100” fund managers survey, which ranks managers according to risk-adjusted performance relative to category peers ("Best Fund Managers: The 12th annual Barron's/Value Line ranking of U.S. mutual-fund managers find many using the market correction to scoop up shares," p. 25, by Christopher Williams). Ranked #78, Steve makes his third consecutive appearance in the annual feature.

August 9, 2007 WALL STREET JOURNAL - The “Fund Track” column quotes the FPA New Income April 29 shareholder letter ("Funds Try to Adjust To Roller-Coaster Ride: Turmoil in Markets Creates Scramble to Reduce Risks," p. C9, by Diya Gullapalli).

August 2007 INVESTMENT ADVISOR - Bob Rodriguez is quoted in the magazine's coverage of the Morningstar conference ("Coming Home to Roost: Lurking problems in CMOs, CDOs, and junk dominate Morningstar conference," p. 21, by Kate McBride).

July 29, 2007 CHICAGO TRIBUNE - Bob Rodriguez was quoted in “On the Money” personal finance column, ("Investors see spillover from subprime loans," by Gail MarksJarvis).

July 24, 2007 INSTITUTIONAL INVESTOR - FPA appears at #231 based on total year-end 2006 assets of $10.6 billion, in the magazine's ranking of the 300 largest asset managers in the U.S. ("America's Top 300 Money Managers," p. 53).

July 4, 2007 MARKETWATCH - Funds columnist Chuck Jaffe reported on comments from Bob Rodriguez at last week's Morningstar conference ("Four keys: Lessons for investors from the Morningstar conference").

July 3, 2007 WALL STREET JOURNAL - Steven Romick is quoted in the "Fund Fiend" column in "The Journal Report" ("Homeowners' Woes Could Lift Blue Chips in Flight to Quality," page R1, by Ian McDonald).

July 2, 2007 THESTREET.COM - Reported on Bob Rodriguez's appearance at the Morningstar Investment Conference last week ("Managers: Subprime Blame Lies with Rating Agencies," by Larry Carrel).

June 28, 2007 MORNINGSTAR.COM - Steven Romick is cited in the “Fund Spy” column previewing the Morningstar Investment Conference ("Eight Burning Questions for the Mutual Fund World," by Russ Kinnel).

June 25, 2007 THESTREET.COM - FPA Capital is the subject of the “Mutual Fund Monday” column by funds columnist Brett Arends ("Bear-Bull Hybrid Is Beating the Market: Bob Rodriguez of FPA Capital has cleaned up on energy stocks. But his No 1 pick is cash").

June 22-23, 2007 BLOOMBERG - Tom Atteberry was quoted in the daily bond-market roundup from Reuters and on Bloomberg's weekly roundup on the Treasury market.

June 22, 2007 THESTREET.COM -Financial planner Vern Hayden covered Bob Rodriguez and Steven Romick among managers with whom his firm invests ("All Investors Need a Game Plan to Play the Market Right").

June 22, 2007 MORNINGSTAR FUNDINVESTOR - In “The Contrarian” column, editor Russ Kinnel highlights Bob Rodriguez among "the best contrarian managers if you'd rather let someone else do the contrarian investing" ("Great Contrarian Investors," p. 10).

June 4, 2007 MORNINGSTAR. COM - FPA Capital is covered in the new update on six “Analyst Picks” in the small-cap value category ("Our Favorite Small-Value Funds," by Marta Norton).

May 17, 2007 CNBC - Steven Romick appeared on the “Power Lunch” program in the “5-Star Investors” segment with anchor Bill Griffeth.

May 17, 2007 THESTREET.COM TV - Tom Atteberry was a guest and discussed why he favors mortgage-backed securities instead of Treasuries or corporate bonds. The video is available online at thestreet.com.

May 17, 2007 CNBC - Tom Atteberry appeared on the “Power Lunch” program in a segment with anchor Bill Griffeth and Cantor Fitzgerald market strategist Marc Pado ("Market Rally Pauses: The market rally paused after oil prices jumped and jobless claims dropped").

May 16, 2007 MORNINGSTAR. COM - FPA New Income is one of four funds highlighted in the “Fund Spy” column ("Four of Our Favorite Core Bond Funds," by Paul Herbert).

May 13, 2007 LOS ANGELES TIMES - The “Market Beat” column covered comments from Steven Romick last week at the annual Value Investing Congress West meeting ("In a hot market, value hunters try to stick to their rules," p. C-1, by Tom Petruno).

May 7, 2007 WALL STREET JOURNAL - In “The Journal Report,” the monthly review of mutual funds, FPA Capital Fund ranks among the top 10 funds in its peer group for year-to-date results.

April 30, 2007 MORNINGSTAR. COM - FPA Paramount is covered in the latest update on seven “Analyst Picks” in the Mid-Cap Blend category ("Our Favorite Mid-Cap Blend Funds," by Todd Trubey).

April 24, 2007 MORNINGSTAR. COM - FPA New Income is covered in the latest update on eight “Analyst Picks” in the Intermediate-Term Bond category ("Our Favorite Intermediate-Term Bond Funds," by Scott Berry).

April 24, 2007 DOW JONES - Eric Ende is quoted in a story on CarMax ("CarMax Stock Shifts Back To Long-Term Play," by Terry Kosdrosky).

April 19, 2007 CNN/MONEY.COM - Money magazine senior writer Penny Wang covers comments from Bob Rodriguez on the positioning of FPA Capital and New Income ("Steering clear of the mortgage mess").

April 5, 2007 BLOOMBERG - Tom Atteberry is quoted in the coverage of Realogy Corp.'s bond offering today ("Realogy Sells $3.13 Billion of Bonds, Drops Floating-Rate Notes," by Kim-Mai Cutler).

April 2, 2007 MORNINGSTAR. COM - Morningstar analyst Paul Herbert recommends FPA New Income in a March 30 Dow Jones review of the first quarter for fixed-income funds ("Bond Funds Stay On Solid Footing In Quarter").

March 26, 2007 BARRON'S - Dennis Bryan is quoted in a feature on RadioShack ("A New Day at RadioShack: After fine-tuning its finances, RadioShack must refocus its merchandising. Some smart money is betting that a dazzling picture will emerge," p. 25, by Lawrence Strauss).

March 6, 2007 INVESTOR'S BUSINESS DAILY - The Mutual Fund Monthly supplement features a Q&A with Bob Rodriguez ("Rodriguez's Eye For Value Keeps FPA Capital Atop Long-Term Leaders," page A8, by Paul Katzeff) (available online at www.investors.com).

March 5, 2007 WALL STREET JOURNAL - In “The Journal Report,” a monthly review of mutual funds, FPA Capital Fund ranks among the top 10 funds in its peer group for year-to-date results, according to Lipper.

March 2, 2007 WALL STREET JOURNAL - Bob Rodriguez is quoted in the “Fund Track” column ("Picky Pickers Advise Patience: 'Value Investors' Sit On Their Cash, Waiting For the Real Bargains," p. C2, by Shefali Anand and Diya Gullapalli).

February 28, 2007 BLOOMBERG TV - Bob Rodriguez was a guest on Bloomberg TV's "Market Movers" segment with anchor Monica Bertran.

February 26, 2007 BUSINESS WEEK - FPA New Income is recommended in a “Personal Finance” story on preparing for a correction in the corporate bond market ("Bond Funds for Turbulent Times: With corporate bonds headed for rough waters, now is the time for a portfolio checkup," p. 118, by David Henry).

February 23, 2007 BLOOMBERG - The newswire reported comments from Bob Rodriguez on the positioning of FPA Capital ("First Pacific's Rodriguez Says Buy Drillers, Predicts $100 Oil," by Joe Carroll).

February 14, 2007 BLOOMBERG - Tom Atteberry appeared on Bloomberg Television in a "Best in Class" segment on FPA New Income with anchor Carol Massar ("Atteberry of First Pacific Doesn't See Value in Corporate Bonds"). The segment can be viewed online from Bloomberg's site.

February 2007 MONEY - In the cover story, FPA Perennial and FPA New Income are again named to the editors' annual selection of "The Best Mutual Funds You Can Buy," now “The Money 70” (p. 61, by Penny Wang). Full story is online at money.cnn.com.

January 28, 2007 THE DAILY RECORD - FPA New Income was featured in a Gannett-owned paper by syndicated personal finance columnist Warren Boroson ("22-year record of gains for fund").

January 25, 2007 SEATTLE TIMES - Tom Atteberry was quoted in an article about the current state of the junk bond market ("Junk bonds may soon live up to their name").

January 23, 2007 BARRON'S ONLINE - A Q&A appeared featuring Tom Atteberry of FPA New Income ("A Winning Season Every Year," by Ed Lin).

January 22, 2007 MORNINGSTAR.COM - FPA Capital and Paramount were covered in a review of the performance of the “Analyst Pick” funds in 2006 ("A Solid Batting Average for Our Fund Analyst Picks: Our best and worst picks in 2006," by Russ Kinnel).

January 11, 2007 MORNINGSTAR.COM - In the 'Fund Spy' column, Bob Rodriguez's results at FPA New Income are cited in a commentary by director of mutual fund analysis Christine Benz on funds' performance consistency relative to category peers ("Consistency: An Overrated Virtue in Mutual Funds?").

January 2, 2007 WALL STREET JOURNAL - Tom Atteberry is quoted on the bond market in "The Journal Report" section. See "Bonds' Mixed Signals Split Investors," page R4, by Serena Ng.

December 25, 2006 BUSINESS WEEK - Tom Atteberry is quoted on the high-grade corporate bond market in a story on mutual funds in the "Where to Invest 2007" section ("Why Cash Could Be King," page 90, by Adrienne Carter).

December 25, 2006 FORTUNE - In its 2007 Investors' Guide, Bob Rodriguez is quoted on oil drillers in an article about Fortune's 10 best stock picks for 2007 ("Heavyweight Champs," by Jon Birger and David Stires). Full text is available on Fortune’s website.

December 15, 2006 CHICAGO TRIBUNE - In the “Smart Investing” column, Bob Rodriguez is cited among top equity-fund managers underperforming peers this year ("Fund managers find it hard to stay at the top," by Gail MarksJarvis).

December 12, 2006 MORNINGSTAR.COM - FPA Paramount is highlighted in the "Short Answer" column today, about funds with low star ratings ("Find Hidden Fund Gems: A low star rating can sometimes hide a very good fund," by David Kathman).

December 11, 2006 THESTREET.COM - In a “Mutual Fund Monday” story, columnist Brett Arends covered Bob Rodriguez among prominent stock-fund managers trailing the market this year ("All-Star Managers Fail to Make This Year's Cut: Legg Mason's Bill Miller isn't the only one trailing the market").

December 4, 2006 WALL STREET JOURNAL - FPA Perennial appears in the “Mutual Fund Monthly Review” special section in a story on funds which could potentially take over Bill Miller's streak of outperforming the S&P 500 in consecutive calendar years ("Who Will Carry Bill Miller's Mantle?," p. R8, by Joanna Ossinger).

November 28, 2006 MORNINGSTAR.COM - In the ”Fund Spy” column, Bob Rodriguez is covered among three "highly respected" stock-fund managers underperforming category peers in 2006 ("Three Top Managers Having Lousy Years: A terrible 2006 rank doesn't mean a manager has lost his touch," by Gregg Wolper).

November 17, 2006 MORNINGSTAR.COM - FPA Paramount is covered in Morningstar's latest update on its seven 'Analyst Picks' in the Mid-Cap Blend category ("Our Favorite Mid-Cap Blend Funds," by Dan McNeela)

November 14, 2006 MORNINGSTAR FUNDINVESTOR - In “The Contrarian” column in the November issue, director of mutual fund research Russ Kinnel cites FPA Capital among prominent focused funds having sub-par years in 2006 ("Focused Funds Try Your Patience but Reward You in the End," p. 10, by Russ Kinnel).

November 2006 MONEY - In a story on positioning portfolios for a bear market in real estate, FPA New Income is one of two "top choices" among bond funds recommended to offset risks of an economic slowdown ("The Bear is in Your House," p. 77, by George Mannes and Paul La Monica).

November 3, 2006 BLOOMBERG - Tom Atteberry is quoted in a bond market report on trading in U.S. Treasuries ("Treasuries Fall Most Since July 2005 as U.S. Jobless Rate Drops," by Deborah Finestone and Michael McDonald).

October 23, 2006 MORNINGSTAR.COM - In the ”Fund Spy” column, director of mutual fund research Russ Kinnel names Bob Rodriguez to his top-10 list of "the very best domestic-stock fund managers who have served investors well over the years" ("10 of the Best Mutual Fund Managers Around").

October 17, 2006 MORNINGSTAR.COM - In the ”Fund Spy” column, FPA Capital is noted among "very attractive Analyst Picks whose star ratings don't look great right now"

("How to Avoid 5-Star Duds," by David Kathman).

October 2006 MONEY.CNN.COM - Tom Atteberry is quoted in the October issue of Money magazine in a “Fund Watch” story on bond funds ("Wait! Don't Throw Out That Bond Fund Just Yet," p. 88, by Penny Wang). The story is also available on money.cnn.com.

September 12, 2006 BOSTON HERALD - In the “On State Street” column, Bob Rodriguez was cited among prominent investors with significant allocations to cash at present ("It pays to follow the smart money - right to the bank," p. 26, by Brett Arends).

September 11, 2006 BLOOMBERG TV - Tom Atteberry appeared on the “Bloomberg on the Markets” program with anchor Carol Masser.

September 11, 2006 MARKET WATCH - Eric Ende is quoted today in a special report offering advice from professional investors on buying stocks ("How to Buy... Stocks: Buying tips from the pros, plus important traps to watch out for when buying equities," by Jonathan Burton).

August 14, 2006 BARRON’S - Steven Romick and FPA Crescent appeared in the “Barron's/Value Line Top 100” fund managers survey, which ranks managers according to risk-adjusted performance relative to category peers ("The Best Fund Managers," p. 22, by Christopher Williams). Ranked #77, Steven makes his second consecutive appearance in the annual feature.

August 7, 2006 BLOOMBERG - Tom Atteberry is quoted in the report on the U.S. Treasury market ("Treasuries Fall Before Debt Auctions, Federal Reserve Meeting," by Daniel Kruger and Kabir Chibber).

August 4, 2006 WALL STREET JOURNAL - Bob Rodriguez is quoted and the cash stake of FPA Capital cited in the “Fund Track” column focusing on value managers who have increased stock investments following the market pull-back in May and June ("Stepping Back In, Mutual Funds Now See ‘Value’: Many Portfolio Managers Shift Out of Cash and Into Stocks; Not Everyone Sees the Bargains," p. C1, by Diya Gullapalli).

August 2006 KIPLINGER'S PERSONAL FINANCE - Bob Rodriguez is the subject of the “Insider Interview” ("Sitting Pretty in Cash City: Bob Rodriguez makes return of capital a priority in his stock and bond funds," p. 48, by Manny Schiffres).

July 25, 2006 MORNINGSTAR.COM - In “The Short Answer” column, FPA Capital is one of six "analysts' favorites" recommended among "go-anywhere funds that investors can use as core holdings" ("The Best Go-Anywhere Core Funds," by John Coumarianos). (Please note that FPA Capital is closed to new investors.)

July 22, 2006 WALL STREET JOURNAL - Bob Rodriguez was quoted in an article in the Weekend Edition about cash being a relatively attractive investment right now ("Cash Is King Now As Opportunities Are Harder to Find," by Herb Greenberg).

July 18, 2006 ASSOCIATED PRESS - In a story on an investing book in development by Columbia Law School professor emeritus Louis Lowenstein, FPA Capital and Source Capital are cited among the author's favorite funds ("Fierce mutual fund industry critic likes a handful of funds for their approach and returns," by Ellen Simon).

July 11, 2006 WALL STREET JOURNAL - Tom Atteberry was quoted in a story on the corporate-debt market ("Corporate Debt Begins to Worry Bond Investors," p. C1, by Serena Ng). The story also appears in the Wall Street Journal Europe ("As firms add debt, holders worry," p. 19).

July 10, 2006 BARRON’S -Tom Atteberry is quoted in the Mutual Fund Quarterly supplement in a roundup of mutual funds' performance for the quarter ("Three Months of Rain," page L16, by Angela Pruitt).

July 10, 2006 MORNINGSTAR.COM - FPA Capital is covered in a new update on five Small-Value “Analyst Picks” ("Our Favorite Small-Value Funds," by Laura Pavlenko Lutton).

July 7, 2006 CNBC - Bob Rodriguez appeared on CNBC's “Kudlow & Company” program in a roundtable interview with guest host Michelle Caruso-Cabrera.

July 5, 2006 MORNINGSTAR.COM - FPA Paramount was covered last week in an update on seven “Analyst Picks” in the Mid-Cap Blend category ("Our Favorite Mid-Cap Blend Funds," by Dan McNeela).

July 5, 2006 WALL STREET JOURNAL - FPA New Income was among the taxable intermediate bond funds mentioned in “Freedom - a Word for Success in Bond Funds?” (by Michael A. Pollock, p. R4) for getting high marks from Morningstar.

June 20, 2006 DAILYII.COM - An article by Jonathan Shazar appeared on the Institutional Investor website regarding Tom Atteberry's simple approach to running FPA New Income, which “has not had a down year since its current strategy was implemented in 1984.”

June 5, 2006 BARRON’S - Steve Romick is the subject of the feature interview, "Beware the Spent Consumer," p. 31, by Sandy Ward.

June 5, 2006 BLOOMBERG - Tom Atteberry was quoted in a story on the outlook for U.S. Treasuries ("Treasury Rally May Fade; Inflation, Debt Show Concerns," by Daniel Kruger).

June 3, 2006 LOS ANGELES TIMES - Tom Atteberry was quoted in the bond-market review ("After Slide, Yields May Find Footing," p. C-1, by Tom Petruno).

June 2006 LOUIS RUKEYSER'S MUTUAL FUNDS newsletter features remembrances of Louis Rukeyser by "old friends on Wall Street," including Bob Rodriguez.

June 2, 2006 MONEY.CNN.COM - Eric Ende was one of the ten money managers polled by FORTUNE Small Business (FSB) in “50 small cap stocks to watch: See the picks.”

May 30, 2006 WALL STREET JOURNAL - The “Fund Track” column carries an edited version of the Dow Jones story quoting Tom Atteberry ("Rate Uncertainty Raises Hurdles for Bond Funds," p. C9, by Angela Pruitt).

May 26, 2006 DOW JONES - Tom Atteberry is quoted in the “Getting Personal” personal-finance column ("Bond Funds: A Hard Call Amid Rate Concerns," by Angela Pruitt).

May 24, 2006 CNBC - Bob Rodriguez appeared on the “Closing Bell” program in a segment with anchor Maria Bartiromo and Stephen Roach of Morgan Stanley.

May 18, 2006 REUTERS - Tom Atteberry was cited in the roundup on the U.S. Treasury market ("Treasuries rally on signs of slower economic growth," by Ellen Freilich).

May 18, 2006 KIPLINGER.COM - The “Fund Watch” column features a Q&A with Tom Atteberry ("Five Questions for Tom Atteberry," by David Landis). FPA New Income’s cautiousness has paid off with total returns near the top of the intermediate-term taxable bond fund category.

May 2006 MORNINGSTAR FUNDINVESTOR - In the “Leaders and Laggards” column in the newsletter, director of fund research Russ Kinnel covers FPA New Income among funds outperforming peers for the year to date ("Bob Rodriguez's Bearish Bet Pays Off," p. 13).

May 9, 2006 BLOOMBERG - Bob Rodriguez appeared on Bloomberg Television's “Marketline” in the "Market Driver" segment with anchor Ellen Braitman. He is also quoted in the U.S. market roundup ("Dow Average Rises to Within 100 Points of Record," by Hilary Johnson).

May 6, 2006 BLOOMBERG - Tom Atteberry was quoted in a review of the week in the Treasuries market ("Treasuries Fall for the Week as Reports Spark Inflation Concern," by Deborah Finestone and Elizabeth Stanton).

May 2006 LOUIS RUKEYSER'S MUTUAL FUNDS NEWSLETTER - FPA Crescent is covered in the editors' response to a reader's question ("You Wanted to Know," p. 12). “FPA Crescent (closed to new investors) continues to post consistently strong returns thanks to manager Steven Romick's wide-ranging, disciplined approach.”

May 2006 KIPLINGER'S PERSONAL FINANCE - In his monthly “Promised Land” commentary, money manager Andrew Feinberg cites Bob Rodriguez among fund managers who have been able to outperform the market consistently ("My Jack Bogle Problem," p. 70).

April 23, 2006 CHICAGO TRIBUNE - Tom Atteberry was cited in a story on the growing yields of intermediate-term bonds ("Higher yields increase lure of intermediates," by Gail MarksJarvis).

April 17, 2006 MORNINGSTAR.COM - FPA Capital is mentioned in an update on the shareholder reports of top fund managers ("Free Advice from All-Star Managers," by Jim Callahan).

April 2006 MORNINGSTAR FUNDINVESTOR - In a bond-market outlook, Bob Rodriguez’s views are cited by senior fund analysts Scott Berry and Eric Jacobson ("Where Are the Opportunities in Today's Bond Market?" p. 8). A separate item in the newsletter includes Bob in a listing of fund managers with at least $1 million invested in the funds they manage ("The Millionaires' Club," p. 11). The list covers the FundInvestor 500 selection of "the industry's best and most notable funds."

March 20, 2006 CNBC - Steve Romick appeared on the “Squawk Box” program with anchors Erin Burnett and Mark Haines. Steve was among the five-star fund managers interviewed regarding the sustainability of the previous week’s stock market rally.

March 15, 2006 BLOOMBERG - Tom Atteberry was quoted in a report on the day's trading in U.S. Treasuries ("Treasuries Fall as Empire Index Rises, Foreign Purchases Slow," by Daniel Kruger and Kabir Chibber).

March 15, 2006 KIPLINGER'S - Source Capital is one of seven closed-end funds recommended in a feature in the magazine's annual “Mutual Funds” special issue ("Opportunities at a Discount: Seven great funds you can sometimes get for less than they're worth," p. 37, by Manny Schiffres).

March 10, 2006 REUTERS - Bob Rodriguez was noted among leading value investors currently holding sizable cash stakes ("Investors hoard cash but don't fret, see no crash," by Herbert Lash).

March 2006 BLACK ENTERPRISE - In the 'Mutual Fund Focus' column of the March issue, advisor Lon Morton of Calabasas, CA-based Morton Capital Management recommends FPA Crescent among funds employing hedge-fund-like strategies ("Hedging Without Getting Clipped: Some funds offer the benefits of hedge funds without the high fees," p. 40, by Don Korn).

February 24, 2006 PBS - Bob Rodriguez and the FPA Funds were covered on the PBS program “Consuelo Mack WealthTrack” in a roundtable discussion including financial advisor Vern Hayden. The concluding segment cites load funds, including FPA New Income, FPA Perennial, FPA Paramount and FPA Capital, recommended by Morningstar associate director of fund analysis Christine Benz.

February 23, 2006 NEW YORK NEWSDAY - A story reported on a high-school student's Intel Science Talent Search project, which studied top-performing small-cap mutual funds including FPA Capital ("Great Neck student's winning research study explored the ideal mutual fund manager," p. A41, by Kira Peikoff).

February 21, 2006 BLOOMBERG - In the funds column this week focusing on an S&P study on performance consistency, FPA Capital is noted among top-performing funds guided by a long-tenured manager ("So, Experience Really Does Matter in Mutual Funds," by Chet Currier). The story was reprinted in the INTERNATIONAL HERALD TRIBUNE (2/22/06) and the NATIONAL POST OF CANADA (2/23/06).

February 2006 NO-LOAD FUND ANALYST - The February newsletter includes a “Fund Update” report on FPA Crescent. The editors conclude by maintaining their recommendation of the fund.

February 9, 2006 MORNINGSTAR.COM - FPA Capital is covered in the update on Morningstar’s five Small-Value “Analyst Picks,” all of which are now closed to new investors ("Our Favorite Small-Value Funds," by Laura Pavlenko Lutton).

February 3, 2006 MORNINGSTAR.COM - FPA Paramount is covered in an update on seven “Analyst Picks” in the Mid-Cap Blend category ("Our Favorite Mid-Cap Blend Funds," by Dan McNeela).

February 1, 2006 WALL STREET JOURNAL - In the lead story of the “Mutual Fund Monthly Review” section, Bob Rodriguez is one of five leading fund managers surveyed for views on the economy and markets ("One Big Step Into the Unknown: Five Top Fund Managers Search for the Market's Direction," p. R1, by Craig Karmin).

February 1, 2006 BLOOMBERG TV - Bob Rodriguez appeared on the “Marketline” program in an interview with anchor Ellen Braitman. January 28, 2006 BLOOMBERG - Tom Atteberry was quoted in the Saturday review of the week in the Treasuries market ("Treasuries Post Weekly Decline on Auctions, Increase in Orders," by Daniel Kruger and Elizabeth Stanton).

January 9, 2006 BARRON’S - In the cover story, "Better Than Bill," FPA Capital is featured as the top performer among 19 diversified domestic equity funds that have outperformed Legg Mason Value Trust in the 15 years from 1991 through 2005 ("The Nifty 19: Bill Miller's 15-year record is great, but we've found 19 funds that beat it," p. L3, by Lawrence Strauss).

January 9, 2006 BARRON’S - Tom Atteberry is quoted in the roundup on fund performance in 2005 in the “Quarterly Mutual Funds Review” special section ("In Season Again: Big Fish, Fast Growth," p. L14, by Angela Pruitt).

January 6, 2006 WALL STREET JOURNAL - In “The Journal Report,” a quarterly review of mutual funds, FPA Capital and FPA Perennial rank among leaders for 10 years, and FPA Capital ranks among leaders in its peer group for one year.

January 2006 MONEY - Tom Atteberry is quoted in a story on the outlook for the bond market ("Why You'll Grow Rich, Very Slowly," p. 65, by Pat Regnier).

December 28, 2005 MORNINGSTAR.COM - FPA New Income was covered in the update on its “Analyst Picks” in the Intermediate-Term Bond category ("Our Favorite Intermediate-Term Bond Funds," by Eric Jacobson).

December 26, 2005 FORTUNE - Tom Atteberry is quoted in a story on bond positioning for 2006 ("Smart Deals for Bond Investors," “Investor's Guide 2006,” p. 38, by Julia Boorstin).

December 21, 2005 MORNINGSTAR.COM - Morningstar's “Bond Squad” column compared the investment outlooks of Bob Rodriguez and PIMCO's Bill Gross ("Where Do Bonds Go from Here? A look at the bond market's future, through the eyes of two market mavens," by Eric Jacobson).

December 15, 2005 BLOOMBERG TELEVISION - Bob Rodriguez was interviewed by Suzy Assaad on “Bloomberg on the Markets,” regarding his contrarian view of the markets in 2006.

December 5, 2005 WALL STREET JOURNAL - Bob Rodriguez is cited as an exception to "Fund Managers [who] Lose Some Star Power," in the “Mutual Funds Monthly Review,” (p. R1, by Laura Johannes).

December 5, 2005 WALL STREET JOURNAL - In “The Journal Report,” the monthly review of mutual funds, FPA Capital Fund ranks among the top 10 funds in its peer group for year-to-date results.

December 2005 MONEY - An update on “Money 50” recommended funds notes FPA New Income as the only fund on the list with a positive one-month return as of October 21. FPA Perennial is also included in MONEY's recommended funds.

November 29, 2005 INVESTOR'S BUSINESS DAILY - FPA Capital is included in an article about the outperformance of small-cap value funds versus other categories for the ten-year period ended October 31, 2005 ("Small-Cap Value Tops 10-Year Record," page A9, by Doug Rogers).

November 22, 2005 MORNINGSTAR.COM - Bob Rodriguez is covered in the “Fund Spy” column reviewing past winners of Morningstar's international-stock and fixed-income “Fund Manager of the Year” awards ("Evaluating Past Managers of the Year: Most past international and fixed-income winners still look good," by Bill Rocco).

November 16, 2005 WALL STREET JOURNAL -Tom Atteberry is quoted in the lead story in the “Money & Investing” section ("Bonds Signal Challenges Ahead for Economy," p. C1, by Mark Whitehouse).

November 15, 2005 MORNINGSTAR.COM - An item in the “Fund Times” roundup yesterday afternoon highlighted the resurgence of FPA New Income in year-to-date performance rankings relative to category peers ("Bond Fund Rankings Turned Upside Down," by Russel Kinnel).

November 15, 2005 BLOOMBERG BUSINESS NEWS - In the funds column, Bob Rodriguez is quoted among top-performing fund managers of recent years who are expressing caution on the outlook for stocks ("A Group of Wary Winners Leads the '00s Fund Pack," by Chet Currier).

November 14, 2005 MORNINGSTAR.COM - Bob Rodriguez is covered in the “Fund Spy” column reviewing past winners of Morningstar's “Fund Manager of the Year” awards ("Checking Up on Past Fund Managers of the Year," by Bill Rocco).

Winter 2005 KIPLINGER’S PERSONAL FINANCE - In the “Safe Investing” issue, Ken Gregory’s Masters’ Select Smaller Companies is recommended in “Funds to Get You to Your Goal,” p. 18. Bob Rodriguez of FPA Capital is one of the five “all-star managers” of Masters’ Select Smaller Companies.

November 11, 2005 WALL STREET JOURNAL - In the “Fund Track” column, FPA Paramount is one of five funds highlighted which have significant capital loss carry-forwards and are recommended by Morningstar ("Funds' Past Losses May Offer Benefits to Buyers," p. C1, by Karen Damato).

November 10, 2005 BLOOMBERG TV - Tom Atteberry of FPA New Income appeared on the "Open Exchange" program with anchor Suzy Assad.

November 7, 2005 WALL STREET JOURNAL - In an interview in the Journal's monthly mutual funds special section, Ken Gregory of Litman/Gregory Asset Management names Bob Rodriguez among those he considers "the great stock pickers at mutual funds today" ("How Gregory Selects Fund Masters," p. R1, by Karen Damato).

November 1, 2005 MORNINGSTAR.COM - FPA Paramount was one of two funds recommended in an email to premium subscribers, in the weekly "Fund Picks and Pans."

October 30, 2005 NEW YORK TIMES - Bob Rodriguez was quoted in the “Fundamentally” column on the bond market ("Want to Walk on Eggs? Try the Bond Market," p. BU 8, by Paul Lim).

October 26, 2005 MORNINGSTAR.COM - The “Stock Strategist” column surveys shareholder letters of "great investors who follow a philosophy similar to Morningstar's," including Bob Rodriguez for FPA Capital ("Free Advice from World-Renowned Stock-Pickers," by Ryan Batchelor).

October 17, 2005 BARRON’S - Bob Rodriguez is quoted and FPA Capital and FPA New Income covered in the “Fund of Information” column this week on L.A.-based fund managers ("Los Angeles' Other Epicenter," p. 42, by Lawrence Strauss).

October 10, 2005 NEW YORK TIMES - Bob Rodriguez was quoted and FPA New Income covered in a story on the decline in long-term interest rates since the Fed began raising short-term rates in June 2004 ("When Smart Choices Are, Alas, Costly Ones," p. BU 6, by Robert Hershey).

October 6, 2005 MORNINGSTAR.COM - FPA Capital is covered in an update on four “Analyst Picks” in the Small-Value category ("Our Favorite Small-Value Funds," by Laura Pavlenko Lutton). FPA Capital became eligible to re-enter the favorite funds list after Morningstar last month changed its policy of excluding closed funds.

October 2005 LIPPER INC. - FPA Capital is ranked number 1 of all equity funds (out of 776 funds) for the 15-year period ended September 30, 2005.

September 6, 2005 MORNINGSTAR.COM - FPA Paramount was covered in Morningstar's update on its seven “Analyst Picks” in the Mid-Cap Blend category ("Our Favorite Mid-Cap Blend Funds," by Dan McNeela).

September 1, 2005 MORNINGSTAR.COM - FPA New Income was covered in Morningstar's update on its seven “Analyst Picks” in the Intermediate-Term Bond category ("Our Favorite Intermediate-Term Bond Funds," by Eric Jacobson).

September 2005 MONEY - In an item in the “Invest” section, Steven Romick is among "top value managers" cited who are currently holding significant cash stakes ("Hottest Pros Turn Cool on Stocks," p. 75, by Tara Kalwarski).

September 2005 SMART MONEY - Steven Romick appears in a follow-up article on four stock pickers whose choices surged 20% since their lunch meeting in late 2004 (“Update: Happy Days of the Roundtable,” p. 36, by Nicole Bullock).

August 21, 2005 NEW YORK TIMES - The '”Market Week” column led with comments on the Treasury market by Tom Atteberry ("An Investor Gingerly Returns To Treasuries," p. BU 8, by Jonathan Fuerbringer).

August 15, 2005 BARRON’S - Steven Romick and FPA Crescent appear in the annual “Barron's/Value Line Top 100” fund managers survey, which ranks managers according to risk-adjusted performance relative to peers with the same investment objective ("Leaders of the Pack," p. 21, by Christopher Williams).

August 9, 2005 BLOOMBERG – Bob Rodriguez is cited in a story on the Adidas-Reebok merger ("Adidas, Reebok Will Vie against Nike for Lead in China Market," by Andria Cheng).

August 8, 2005 BARRON’S – Eric Ende is quoted in the “Fund of Information” column on taking advantage of tax-loss carry-forwards accumulated by growth funds ("Yesterday's Losses, Today's Gains," p. 28, by Lawrence Strauss).

August 3, 2005 MORNINGSTAR.COM – In an update on its favorite funds in the small-blend category Morningstar notes that FPA Paramount has shifted to the mid-blend category but will be retained as an 'Analyst Pick' ("Our Favorite Small-Blend Funds," by Andrew Gogerty).

August 2, 2005 MORNINGSTAR.COM – In their weekly "Fund Picks and Pans" email to premium subscribers, FPA New Income is one of two intermediate-term bond funds recommended.

August 1, 2005 WALL STREET JOURNAL – In “The Journal Report,” a monthly review of mutual funds, FPA Capital Fund ranks among the top 10 funds in its peer group for year-to-date results.

August 1, 2005 MORNINGSTAR.COM – Steven Romick is among eight fund managers featured in "Early Favorites for Domestic-Stock Manager of the Year." This is not a final list of nominees, but managers who have been "truly exceptional" and "are in good position to make a case" for domestic-stock manager of the year next January.

July 27, 2005 ASSOCIATED PRESS – FPA Capital is cited among funds with significant allocations to cash ("Cash levels in mutual funds creep higher as managers eye valuations," by Meg Richards).

July 25, 2005 INVESTMENT NEWS – Bob Rodriguez is among money managers and financial advisors polled for views on the market ("Many market watchers see good times ahead; Some urge caution after indexes hit four-year highs," by Rick Miller).

July 2005 REGISTERED REP – FPA New Income appears in a story recommending bond funds for a rising-rate environment ("A Tough, but Smart Sell: Bond funds can be a hard sell to clients when interest rates are rising. But there are good reasons to embrace them now," p. 57, by Stan Luxenberg).

June 29, 2005 MORNINGSTAR.COM - Morningstar stock analyst Ryan Batchelor included FPA Capital in a review of the shareholder letters of "Morningstar's favorite fund managers" ("Free Advice from World-Renowned Stock-Pickers").

June 29, 2005 CNBC - Steven Romick was a guest on the "Closing Bell" in the "Bull vs. Bear" segment with Maria Bartiromo.

June 24, 2005 BLOOMBERG - Bob Rodriguez is quoted from his FPA Capital Letter to Shareholders (March 2005) regarding his fear of the current investment environment in “Winning Streak Puts Value Investors in Tight Spot,” by Chet Currier.

June 6, 2005 WALL STREET JOURNAL - FPA Capital Fund ranks number 2 among the Mid-Cap Value funds for year-to-date results in “The Journal Report,” the monthly review of mutual funds.

June 2005 BLOOMBERG WEALTH MANAGER - In a feature on assessing equity funds' asset capacity, FPA Paramount is noted among funds favorably rated on the basis of the "bloat ratio" measure created by Morningstar's Russ Kinnel ("Overload: How much new money can a mutual fund absorb before its performance begins to weaken?," p. 19, by Stan Luxenberg).

June 2005 FINANCIAL PLANNING - Bob Rodriguez and FPA New Income are the subjects of the “Fund Manager Profile” in "What, No Bonds? FPA's Robert Rodriguez is sitting on a small mountain of cash. When will he buy again?" p. 52, by Ilana Polyak.

May 23, 2005 BARRON’S - Dennis Bryan of the FPA Capital Fund team is quoted in a feature on Jo-Ann Stores ("A Well-Stitched Strategy," p. 30, by Sandra Ward).

April 30, 2005 INTERNATIONAL HERALD TRIBUNE - In a “Your Money” story, Morningstar analyst Todd Trubey named the FPA Funds among the top fund boutiques in the U.S. ("Needles in a haystack: Many smaller, lesser known fund management companies consistently generate better returns than their larger rivals do," p. 16, by Conrad de Aenlle).

April 27, 2005 MORNINGSTAR.COM - FPA Paramount was covered last week in Morningstar's update on its three 'Analyst Picks' in the Small Blend category ("Our Favorite Small-Blend Funds," by Andrew Gogerty).

April 25, 2005 WALL STREET JOURNAL - Bob Rodriguez is quoted in the “Fund Track” column on the response by value managers to the market decline since March ("Value Funds Still Find Little to Buy," p. C1, by Tom Lauricella).

April 21, 2005 MORNINGSTAR.COM - FPA Paramount's management change in 2000 was cited in the “Fund Spy” column on the impact of manager changes at certain little-known funds ("Low-Profile Funds with High Potential," by Kunal Kapoor).

April 19, 2005 BLOOMBERG.COM - In the funds column, Bob Rodriguez is cited among top-performing managers who have been cautious on the market ("Weitz, Dodge, FPA -- Scary How Wary Top Funds Are," by Chet Currier).

April 17, 2005 WHITE PLAINS JOURNAL NEWS (NY) - Financial advisor Vern Hayden of Hayden Financial Group recommended FPA New Income in an investing column, ("Pros: Adjust investment strategies when inflation, interest rates are rising," p. 1D, by Jay Loomis).

April 15, 2005 BLOOMBERG.COM - Tom Atteberry was quoted in the funds column on the persistence of low yields in the U.S. Treasury market ("Big Obstacle Blocks the Road to Higher Bond Rates," by Chet Currier).

April 8, 2005 LOS ANGELES TIMES - Chris Thomas, First Pacific Advisors’ Chief Compliance Officer, appeared in the “Quarterly Mutual Funds Report” section in a feature on the chief compliance officer role ("Mutual Fund Compliance Chiefs Are in the Hot Seat," p. C-1, by Josh Friedman).

April 6, 2005 MORNINGSTAR.COM - FPA New Income is covered this week in an update on seven “Analyst Picks” in the Intermediate-Term Bond category ("Our Favorite Intermediate-Term Bond Funds," by Eric Jacobson).

April 5, 2005 BLOOMBERG TELEVISION - Tom Atteberry appeared in a segment entitled "U.S. Treasury Notes Decline before Greenspan Speech on Energy," by Michael McDonald and Vivianne Rodrigues). He commented, "We continue to be on a buyer’s strike…. We do not see value” in Treasuries.

April 4, 2005 US NEWS & WORLD REPORT - Tom Atteberry of FPA New Income is cited in a story on the recent statement by the Federal Reserve ("Party Pooper: Greenspan moves to stave off inflation, spooking stocks," p. 36, by Paul Lim).

March 24, 2005 MORNINGSTAR.COM - FPA Capital is covered in Morningstar's “Fund Spy” column on leading value funds that currently hold significant cash stakes ("Are Big Cash Stakes Bad for Four Prominent Funds?" by Kunal Kapoor).

March 21, 2005 DESERET MORNING NEWS - Their nationally syndicated column, “Investor's Notebook,” describes FPA Crescent as a “moderate allocation" fund that has produced 13 percent average gains over the past decade, while avoiding big blue chips in favor of small companies with very cheap valuations.

March 16, 2005 MORNINGSTAR.COM - FPA New Income and Bob Rodriguez are mentioned in a Morningstar article on why investors should stay with some bond exposure.

March 11, 2005 USA TODAY - In the “Investing” column, FPA Capital is noted among top-performing value funds currently holding significant cash stakes ("Funds find not buying at times works," p. 3B, by John Waggoner).

March 7, 2005 WALL STREET JOURNAL - In “The Journal Report,” their monthly fund review, FPA Capital Fund ranks among the top 10 funds in its peer group for top year-to-date results.

February 22, 2005 BLOOMBERG TELEVISION - Bob Rodriguez was introduced as “a market guru who has never posted an annual loss in the twenty years that he has been running his [FPA New Income] fund” in the television interview by Suzy Assaad.

February 22, 2005 BLOOMBERG NEWS - Bob Rodriguez is quoted in a story on the markets' activity today, ''I have not bought a new stock in nearly eight months'' ("U.S. Stocks Slide as Oil Rises Above $50; Home Depot Declines," by Dune Lawrence). His $1.7 billion FPA Capital Fund has returned 17 percent annually the last five years.

February 20, 2005 NEW YORK TIMES - Tom Atteberry of FPA New Income was included in an article on the current interest-rate environment, Alan Greenspan's lack of an explanation for it, and what investors should do ("When Greenspan Is Stumped, Investors Should Play It Safe," by Jonathan Fuerbringer).

February 7, 2005 FORTUNE - Includes a feature on Bob Rodriguez and the current positioning of FPA Capital and New Income ("Not your average bear: With values scarce, FPA's Bob Rodriguez is piling up cash in his highly rated bond and equity funds. Here's what he is buying now," p. 108, by David Stires).

February 4, 2005 IGNITES - In a story reporting on a Strategic Insight study on fastest-growing fund groups, the FPA Funds are noted for strong inflows in 2004 ("Some Small Shops Taking on the Big Boys," by Tom Leswing).

February 2005 MONEY - FPA Perennial and New Income are named to the new “Money 50” editors' selection of "the best of the best" funds, "an elite group of proven funds you can use to build a rock-solid portfolio" ("The Best Funds for Your Family," p. 88, by Penelope Wang). Perennial is one of three small-cap blend funds recommended, and New Income one of six core bond funds.

January 31, 2005 FORBES - In “The 2005 Mutual Fund Survey,” Bob Rodriguez comments in a story on funds' use of soft dollars ("Hidden Expenses: A lot of mutual fund expenses are understated because they do not include stock trading costs. We made the adjustment, and the picture isn't pretty," p. 108, by Jim Clash).

January 19, 2005 CNBC - Bob Rodriguez was a guest on the Morning Call show with host Consuelo Mack.

January 19, 2005 USA TODAY - Bob Rodriguez was the subject of the “Investor Insight” profile, "Fund manager focuses on worn stocks with potential," p. 5B, by John Waggoner.

January 9, 2005 LOS ANGELES TIMES - FPA New Income's record of 20 consecutive calendar years without a negative year was cited in a story ("Investors Shouldn't Always Be Cool to an Already Hot Stock Sector," p. C-1, by Tom Petruno).

January 3, 2005 NEW YORK TIMES - In the special “Outlook” business section, Tom Atteberry is quoted in a story previewing bond markets in 2005 ("Bond Investors Face Rate Threat (Again)," p. C2, by Jonathan Fuerbringer).

January 2005 SMART MONEY - The 'Where to Invest 2005' issue includes the Investor Roundtable, featuring Steve Romick and three other investment managers ("Beating the Market: In our third annual roundtable, three competition-crushing fund managers and one top market strategist reveal what they're buying now," p. 62, by Jack Otter).

December 2004 NO-LOAD FUND ANALYST - The newsletter included an in-depth “Fund Update'” report on FPA Crescent (p. 3, by Jeremy DeGroot). The editors conclude by maintaining their recommendation of the fund, noting "Romick and the FPA team... have a research edge, a strong investment discipline, a passion for investing, and a shareholder orientation that will enable them to continue to beat the market over the long term."

December 13, 2004 BUSINESS WEEK - In the 'Mutual Funds' feature FPA Paramount is noted as a "top-notch" small blend fund with a significant tax-loss carry-forward ("Their Losses, Your Gains: Funds hit hard by the tech bust are back -- with tax holidays for investors," p. 122, by Adrienne Carter).

December 6, 2004 BUSINESS WEEK - Bob Rodriguez and Steven Romick are quoted in the “Mutual Funds” feature on veteran value managers with significant allocations currently to cash ("All That Cash - and Nowhere to Go," p. 128, by Suzanne Woolley). Among funds highlighted in the story are FPA Capital, FPA New Income, and FPA Crescent.

December 2004 Kiplinger's Personal Finance - In a "Fund Insights" column by the editors of the No-Load Fund Analyst, FPA Capital is cited among "well-run funds" that have experienced "a huge recovery" after periods of lagging peers or the market ("When Not to Ditch a Fund," p. 62, by Ken Gregory and Steve Savage).

November 30, 2004 THE STREET.COM - Bob Rodriguez is quoted on the large cash positions of top-performing value funds such as FPA Capital ("Cash Rises at Value Funds,” by Gregg Greenberg).

November 30, 2004 MORNINGSTAR.COM - The “Stocks Managers Are Buying” column reports on new holdings discussed in the FPA Capital September 30 semi-annual report, as well as new holdings of FPA Paramount and FPA Perennial ("Pickings Remain Slim for FPA's Rodriguez," by Christopher Davis).

November 28, 2004 CHICAGO TRIBUNE and NEW YORK NEWSDAY - FPA Paramount, with its good long-term prospects, was covered in Sunday’s Chicago Tribune in the reader Q&A and in N.Y. Newsday by nationally syndicated columnist Andrew Leckey.

November 15, 2004 THE STREET.COM - In the “Personal Finance” column, Texas-based advisor Steve Blankenship of Heritage Financial Planning noted FPA Crescent as one of two funds he recommends to clients for small-cap exposure ("Taxes Have a Role in Asset Allocation,” by Ann Perry).

November 2, 2004 MORNINGSTAR.COM - In "The Short Answer," associate director of fund analysis Christine Benz recommends FPA New Income for investors with a two- to three-year time horizon ("The Best Funds for Short-Term Goals").

October 19, 2004 FINANCIAL TIMES - In an article reviewing investment strategies employed by Warren Buffett, Buffett's investment in Source Capital in the 70s is covered ("What funds can learn from Buffett," p. 12, by James Altucher).

October 14, 2004 MORNINGSTAR.COM - FPA New Income is included in Morningstar's Fund Spy column ("Three Picks for the Contrarian Investor," by Kunal Kapoor).

October 13, 2004 CNNfn TV - FPA Crescent Fund was recommended by financial planner Jonathan Pond in a segment on what investors can do with as little as $5,000.

October 11, 2004 BARRON’S - In a story by Columbia finance professor Louis Lowenstein in the Lipper Mutual Fund Quarterly special section, FPA Capital and Source Capital are covered among 10 "true-blue" value funds whose managers "resisted the speculative frenzy of the 'Nineties, weathered the bust and profited handsomely during the subsequent recovery" ("True Believers: Surprise! Some value investors actually clung to their investment credos during the bubble," p. L18).

October 10, 2004 NEW YORK TIMES - Steven Romick of FPA Crescent Fund was quoted in the quarterly Mutual Funds Report supplement in an article on cash positions in several prominent value funds ("Cash Is a Dirty Word in Some Value Funds," by Ilana Polyak).

October 5, 2004 SMARTMONEY.COM - Tom Atteberry of FPA New Income is featured in the Pro Shop Q&A ("Inflation Lurks," by Scott Patterson), with a photo.

October 4, 2004 WALL STREET JOURNAL - In the Mutual Funds Quarterly Review special section, FPA Capital and FPA Perennial Funds rank among "10-Year Best Performers" among all funds, annualized, as of September 30, 2004, according to Lipper, page R12. FPA Capital, +17.60%, ranked #11; FPA Perennial, +15.35%, ranked #50.

September 14, 2004 MORNINGSTAR.COM - FPA Paramount is one of two small-cap fund analyst picks featured in the weekly "Fund Picks & Pans" email to premium subscribers.

September 7, 2004 MORNINGSTAR.COM - Eric Ende of FPA Perennial and FPA Paramount is cited on SanDisk in the "Stocks Managers Are Buying" column ("Stocks to Hold in a Struggling Market," by Christopher Davis).

September 3, 2004 MEDICAL ECONOMICS - Tom Atteberry is quoted and FPA New Income recommended in a story on weathering a rising-rate environment in this bi-weekly publication targeted to physicians in private practice ("Smart bond moves when rates rise," p. 52, by Stan Luxenberg).

September 2004 KIPLINGER’S RETIREMENT REPORT NEWSLETTER - FPA Capital is one of eight load funds recommended ("Best Load Funds," p. 4-5). Please note that the Fund is currently closed to new investors.

August 23, 2004 FORTUNE - "Seven That Stick to Their Guns," FPA Perennial is one of seven concentrated, low-turnover funds highlighted by editors for above-average five- and 10-year returns, below-average expenses, and a focus on fundamental research ("The power of concentration: Mutual funds that buy fewer stocks and hold them longer beat the competition," p. 134, by Janice Revell).

August 18, 2004 MORNINGSTAR.COM - FPA New Income is covered in the "Ask the Analyst" column in response to a reader's question on positioning for a rising interest-rate environment ("Bond Funds That Play Defense," by David Kathman).

August 17, 2004 CNBC's Power Lunch - Eric Ende was a guest on the Power Portfolio segment and discussed buying opportunities and his favorite stocks in FPA Perennial.

August 15, 2004 NEW YORK TIMES - Bob Rodriguez is among leading value managers who comment on their current allocations to cash ("Why the Sidelines Are Looking Good to Managers," p. BU 6, by Carla Fried), with a photo.

August 6, 2004 USA TODAY - Bob Rodriguez was quoted on FPA Capital's cash position ("Uneasy about stocks? You're not the only one," p. 3B, by John Waggoner).

August 3, 2004 INVESTOR'S BUSINESS DAILY - the 'Mutual Funds' column quotes Bob Rodriguez from the Morningstar conference in coverage of fund managers with large cash allocations ("Several Value Managers Hoard Cash," p. A7, by Ken Hoover).

August 2, 2004 FINANCIAL TIMES - Steven Romick is cited in a story reporting that mutual funds' cash levels in May this year reached their lowest point since March 2000 ("Safe harbour of cash senses storm brewing," p. 24, by Stephen Schurr).

August 1, 2004 ST. PAUL (MN) PIONEER PRESS - quoted from Bob Rodriguez’s comments at the Morningstar conference in coverage of prominent investors with large cash allocations ("Fund managers not stocking up stocks," p. 1D, by Gail Marks Jarvis).

August 2004 FINANCIAL ADVISOR - Eric Ende is quoted in a story on prospects for small-cap stocks ("Small-Cap Funds Start Exhibiting Caution," p. 53, by Alan Lavine).

August 2004 SMART MONEY - Tom Atteberry is quoted and FPA New Income included in a table of bond funds that currently have high levels of cash ("Funds Stampede to the Sidelines," p. 28, by Beverly Goodman).

August 2004 MONEY - features a Q&A with Tom Atteberry ("A Bond Pro Bails Out," page 127, by Penelope Wang), with a photo.

August 2004 MONEY - FPA Crescent and FPA Paramount are on this year's "Money 100," Money's seventh annual list of the country's best mutual funds. The editors choose funds on the basis of performance in a variety of markets, among other factors. FPA Crescent is among seven "Conservative Midcap and Small-Cap" funds to make the list, FPA Paramount among nine "Moderate Midcap and Small-Cap" offerings.

August 2004 KIPLINGER'S PERSONAL FINANCE - In the annual funds review ("And The Winners Are..." p. 51, by funds editor Manny Schiffres), FPA Capital and Perennial appear in top-10 performer rankings compiled for the magazine by Standard & Poor's. FPA Capital and Perennial rank #1 and #2 among 'Small and midsize value funds' for 20-year total return, and FPA Capital is also the top-ranked fund in the group for 10 years.

July 30, 2004 FINANCIAL TIMES - In a 'Market Insight' story, FPA Capital is noted among funds whose managers have raised cash allocations because of a lack of good values in the equity markets ("Bargain-hunters see rich pickings among blue-chips," by Elizabeth Wine).

July 27, 2004 ST. PAUL PIONEER PRESS - FPA Paramount Fund is mentioned by Morningstar's Russ Kinnel as a fund worth investors' consideration in an article about how a number of other highly respected funds are becoming quite large ("Beware of 'asset bloat'," by Gail Marks Jarvis).

July 22, 2004 INTERNATIONAL HERALD TRIBUNE - quotes Bob Rodriguez from the Morningstar conference and notes the closing of FPA Capital ("Lots of cash, little to buy," p. 14, by Judy Rehak).

July 19, 2004 INVESTMENT NEWS - in a story on inflation-linked corporate bonds, Bob Rodriguez appears in a photo and Tom Atteberry is quoted ("Inflation-linked corporate bonds pick up steam," p. 3, by Ilana Polyak).

July 19, 2004 MORNINGSTAR - in a story on good funds launched over the past year, Bob Rodriguez was named as one of the managers of Masters' Select Smaller Companies Fund.

July 18, 2004 ARIZONA REPUBLIC - in the “What They're Buying" round-up, FPA Crescent was noted among the recent purchases of advisor David Robinson of Phoenix-based Robinson, Tigue, Sponcil & Associates.

July 16, 2004 MORNINGSTAR.COM - FPA Capital was among 21 funds run by "great money managers" with a link provided to each fund's top holdings page ("Portfolios of Great Managers: Portfolios that savvy stock-pickers regularly examine for ideas").

July 15, 2004 WALL STREET JOURNAL - Bob Rodriguez is quoted in a story on fund managers raising cash levels ("Holding Pattern: Fund Managers Flock to Cash," p. D1, by Jeff Opdyke).

July 13, 2004 BLOOMBERG NEWS - mutual fund columnist Chet Currier features FPA Capital Fund's closing in his latest article, "If Bob Rodriguez Won't Take Your Money, So Be It."

July 9, 2004 NEWARK STAR-LEDGER - featured FPA Paramount in its 'Fund Up Close' snapshot on the paper's 'Your Money' page.

July 8, 2004 WALL STREET JOURNAL - in its "Fund Track" column the story on FPA Capital which appeared yesterday on The Wall Street Journal Online ("Fund Skipper Sees a Winner: Cash," p. D9, by Michael McHugh.

July 7, 2004 WALL STREET JOURNAL - In the Mutual Funds Quarterly Review special section, FPA Capital and FPA Crescent Funds appear as top performers for performances through June 30, 2004, according to Lipper.

July 7, 2004 WALL STREET JOURNAL - FPA Capital Fund is among the mutual funds recommended by a financial planner for an individual investor's portfolio ("When Good Savers Make Bad Investments," page D1, by Jeff D. Opdyke).

July 5, 2004 BARRON’S - Eric Ende is cited on the environment for small-cap investing in that issue’s "Fund of Information" column covering the Morningstar Investment Conference ("Small Is Less Beautiful," p. F2, by Lawrence Strauss).

July 5, 2004 THE STREET.COM - The closing of FPA Capital was covered in a feature by columnist and investment advisor Jonas Max Ferris ("FPA Capital Fund Doesn't Fear Cash").

July 4, 2004 NEW YORK TIMES - Bob Rodriguez is noted in a story on how leading bond-fund managers are protecting portfolios for a rising-rate environment, "Suddenly a Bond Manager's Life Is Tougher," p. 23 and 38, with a photo.

July 2004 MONEY - FPA Capital Fund’s top-ranking 15-year performance is highlighted in “Small-caps Aren’t Over” in the segment “The Easy Way,” by Adrienne Carter, p. 114.

June 29, 2004 WALL STREET JOURNAL - The closing of FPA Capital was covered in a story on the prospects for fund returns going forward ("Hard Choices as Fund Returns Shrink," p. D2, by Arden Dale).

June 29, 2004 MORNINGSTAR - reported that a number of money managers are having trouble finding bargains in today's stock market ("Fund Managers Load Up on Cash," by Christopher Davis). Bob Rodriguez, Eric Ende and Steve Geist of FPA are mentioned.

June 25, 2004 MORNINGSTAR.COM - FPA Capital will close to new investors on July 9, 2004, manager Bob Rodriguez told attendees of the 16th Annual Morningstar Investment Conference. The fund, which has delivered top-notch long-term returns, is currently one of Morningstar's Fund Analyst Picks in the small-value category. Strong asset growth is due in part to new investor inflows but also to strong performance of the fund's underlying stock picks.

June 24, 2004 DOW JONES - reported from the Morningstar Investment Conference the views of the first panel of investors, which included Bob Rodriguez ("Noted Fund Managers Wary Over Stock, Bond Valuations," by John Shipman).

June 24, 2004 BLOOMBERG TELEVISION - Bob Rodriguez appeared on Bloomberg Television's 'In Focus' program in an interview broadcast from the Morningstar Investment Conference in Chicago.

June 21, 2004 BLOOMBERG NEWS - Bob Rodriguez is included in an article on how or whether some noted investment pros are deploying capital today ("U.S. Investors Turn to Cash as Stocks, Bonds and Trading Drop,” by Katherine Burton and Aaron Pressman).

June 1, 2004 MORNINGSTAR.com - New analyst report for FPA New Income titled, “This bond fund is proving why it's one of the best,” by Russell Kinnel.

May 28, 2004 USA TODAY - In the "Investing" feature by funds columnist John Waggoner, Eric Ende and Steven Geist’s FPA Perennial is noted among "the top of the tiny": stock funds with less than $350 million in assets, strong performance versus category peers for three and five years, and positive alpha ("Smaller is better for some funds," p. 3B).

May 24, 2004 BARRON’S - FPA New Income is cited and Tom Atteberry quoted in the Current Yield column, on how top bond managers are preparing for an environment of rising interest ("De-fense! De-fense!" Is Bond Crowd's Chant, page MW 12, by Jennifer Ablan).

May 24, 2004 MORNINGSTAR - Bob Rodriguez was featured in the Fund Spy column on Morningstar.com ("Will Bond-Fund Investors Suffer More Pain?" by Russ Kinnel.

May 20, 2004 CNBC - Tom Atteberry appeared on CNBC's Closing Bell with host Maria Bartiromo, to discuss the defensive posture of FPA New Income and where to find value in the bond market.

May 19, 2004 MORNINGSTAR - In “How Losses Can Benefit Your Portfolio” Emily Hall’s fellow analyst Christopher Davis recommends FPA Paramount over its nearly identical sibling FPA Perennial - because Paramount has a large tax-loss carry-forward.

May 17, 2004 FORTUNE - Tom Atteberry is quoted on GE in a story on how investors can brace their portfolios in the event of rising interest rates ("How to Ride Rising Rates," by Adam Lashinsky).

May 14, 2004 WALL $TREET WEEK WITH FORTUNE - Steven Romick appeared as a special guest, discussing FPA Crescent Fund and his views on the market, as well as some stocks he likes.

May 11, 2004 MORNINGSTAR - FPA Capital is highlighted as an analyst pick "that should let you sleep easy, regardless of the market environment" in weekly "Fund Picks & Pans" email to premium subscribers.

May 2004 FINANCIAL ADVISOR - Steven Romick of FPA Crescent is featured in “Taking Cover in Cash” by Marla Brill, p. 95, in which he discusses the difficulty of finding new investment ideas in today’s markets.

May 2004 FINANCIAL PLANNING - In the cover story, advisor Bill Newell of Massachusetts-based Atlantic Capital Management notes the FPA Funds among "mutual fund families with good records and low expense ratios" into which he has switched clients formerly invested in other funds ("Walking the Plank: Mutual funds face a sea of troubles and accusations," p. 68, by Donald Jay Korn).

May 2004 FINANCIAL PLANNING - The "Mutual Fund Monitor" item by Litman/Gregory Research covers FPA Crescent ("Kicking the Tires to Get Results," p. 24).

April 27, 2004 DC PLAN INVESTING - The newsletter featured FPA Capital in its "Manager Performance Overview" ("FPA Capital Offers Long-Time Success in Small-Cap Value").

April 27, 2004 MORNINGSTAR - Bob Rodriguez was cited in "Stocks Managers Are Buying" column, "Managers Stock Up on Blue Chips," by Christopher Davis.

April 19, 2004 INVESTOR’S BUSINESS DAILY - presents a Q&A with Bob Rodriguez, who is among the "IBD20" feature interview subjects in the paper's 20-year anniversary ("Twenty-Year Leaders: Fear Of Loss Drives Bob Rodriguez To Head Of Pack," p. A17, by Ken Hoover).

April 18, 2004 NEW YORK TIMES - Tom Atteberry was quoted in an article on TIPS ("Is It the Wrong Time for Inflation Bonds?" by Ilana Polyak).

April 13, 2004 MSN Money / CNBC.com - In the Mutual Funds column on the site, FPA Capital was featured among seven funds that "have demonstrated the consistent ability to rake in double-digit annual gains without suffering double-digit losses" over the last 10 calendar years ("7 funds that win in any market," by Tim Middleton). Of the seven funds highlighted, FPA Capital is ranked first with the highest 10-year annualized return.

April 11, 2004 WASHINGTON POST - FPA Crescent was mentioned in "Quoth The Mavens," its weekly column reporting the views of some popular investment newsletters. The fund was mentioned by Dan Sullivan of The Chartist Mutual Fund Letter.

April 8, 2004 LOS ANGELES TIMES - Steven Romick comments on the positioning of FPA Crescent in the lead of the "Quarterly Mutual Funds Report" ("'Alternative' Investing Gains More Appeal," p. C-1, by Tom Petruno).

April 7, 2004 BLOOMBERG - Bob Rodriguez is quoted in a Bloomberg story on the revival of Reebok International ("Reebok's Fireman Enlists Rappers to Sell Shoes to Slow Nike," by Peter Robison and Andria Cheng).

April 4, 2004 NEW YORK TIMES - In the Mutual Funds Report, Tom Atteberry voices FPA's fixed income views in an article about how savvy value investors are finding little to buy right now ("A Market With Little to Tempt the Wary, page 31, by Cheryl Strauss Einhorn).

April 2004 MONEY - FPA Capital Fund ranks first on a list of funds that outperformed Legg Mason Value Trust since 1991, the year that fund began its celebrated streak of beating the S&P 500 every calendar year since ("Better Than Bill? Say It Ain't So!" p. 32, by Jon Birger). FPA Capital returned an annualized 20.9% over the time period, compared to Legg Mason Value Trust's 17.7% average annual result.

April 2004 NO LOAD FUND ANALYST - The newsletter recommends FPA Crescent in Due Diligence report, The editors conclude with the addition of the fund to the group's 'Recommended' list of funds "we are confident will outperform an index fund alternative."

April 2004 KIPLINGER'S PERSONAL FINANCE - Editor Fred Frailey names FPA Capital among "five load funds that I consider top-notch" ("Load Funds, Con and Pro," p. 18).

March 8, 2004 BARRON'S - "Fund of Information" column covers FPA New Income's record of over 20 consecutive years without a loss, and the fund's current positioning ("A Winning Defense," p. F2, by Lawrence Strauss).

March 8, 2004 MORNINGSTAR - The "Fund Spy" column covers FPA Crescent among funds that have benefited from an emphasis on small-cap stocks in recent years ("Beware the Small-Cap Effect," by Gregg Wolper).

March 8, 2004 FINANCIAL TIMES - FPA Crescent is spotlighted in the Global Digest section ("Why cash is still king at the moment," page 25, by Stephen Schurr).

March 7, 2004 CHICAGO TRIBUNE and BALTIMORE SUN - syndicated columnist Andrew Leckey cites financial advisor Vern Hayden with a recommendation of FPA New Income for IRA investors.

February 21-23, 2004 - Associated Press cited Eric Ende’s and Steven Geist’s FPA Paramount among three Morningstar analyst picks in the Small Blend category.

February 2004 SMART MONEY - Bob Rodriguez’s FPA Capital is among ten funds in the cover story, "10 Great Funds For The Long Haul," by Chris Taylor and Rich ten Wolde, page 69.

February 2004 MONEY - Steven Romick’s FPA Crescent Fund is among "eight great funds from companies you can trust" in "The Best Funds for 2004," by Adrienne Carter.

February 2004 MONEY - In a sidebar to "The Best Funds for 2004," FPA Perennial is mentioned in a recap of Money's "Best Funds for 2003" ("Healthy Recovery," page 69, by Cybele Weisser).

January 27, 2004 DALLAS MORNING NEWS - FPA Capital was highlighted as the top-performing diversified domestic-equity fund for 20 years by investing columnist Scott Burns ("Few beat the odds long term," p. 1D).

January 8, 2004 WALL STREET JOURNAL - FPA Capital ranks #6 among all equity mutual funds for its 10-year performance as of December 31, 2003, according to Lipper.

January 8, 2004 LOS ANGELES TIMES - Bob Rodriguez is quoted and the strong performance of FPA New Income cited in a story recapping 2003 bond fund performance, "Annual Review & Outlook" ("In Bond Funds, Risk Takers Are Rewarded," p. C-11, by Josh Friedman).

January 6, 2004 USA TODAY – in the "Stock Mutual Fund Annual Report" FPA Capital appears as the fifth best-performing fund among all stock funds for ten years, according to Lipper.

January 2004 SMART MONEY – Bob Rodriguez of FPA New Income and Bill Gross are featured in the "Bond Watch" column ("Two Different Outlooks, Both Ugly," page 40, by Ilana Polyak).

January 2004, LOUIS RUKEYER’S MUTUAL FUNDS newsletter profiles Steven Romick’s FPA Crescent in the "Growth & Income" column ("Maverick Maneuvers," p. 7, by Soula Stefanopoulos).

December 2003 MORNINGSTAR.com – Eric Ende’s and Steven Geist’s FPA Paramount was covered in Morningstar's update on its four "Analyst Picks" in the small-blend category ("Our Favorite Small-Blend Funds," by Jeff Ptak).

December 1, 2003 CNNfn - Morningstar's Christine Benz, associate director of fund analysis, recommended FPA New Income in her regular appearance on "Street Sweep."

November 18, 2003 WALL STREET JOURNAL – Morningstar’s Don Phillips praises First Pacific Advisors among firms with “a deep-rooted” sense of purpose” and “investor-centric cultures” in “Memo to Mutual Funds: It’s All About Trust, p. B2.

November 17, 2003 TIME – Steven Romick of FPA Crescent Fund, “one of the good guys,” leads the story “Are They All Crooked?” by Jyoti Thottam, p. 54.

November 2003 MONEY – the FPA Funds are among fund groups praised in the cover story, “Funds You Can Trust,” by Jason Zweig, p. 86.

November 3, 2003 BARRON’S – Eric Ende and the FPA Perennial and FPA Paramount Funds are profiled in “Sizing Up Small Caps: Lighten Up” by Rhonda Brammer, p. 21.

October 2003 MONEY – Bob Rodriguez is among the bond investors featured in the annual Ultimate Investment Club bond section: "The long bull market in bonds is over,” by Adrienne Carter, p. 95.

October 5, 2003 NEW YORK TIMES – FPA New Income’s focus on avoiding losses is featured in "Long-Term Success Is Built on Defense," p. BU 14, by Jonathan Fuerbringer, with a photo of assistant manager Tom Atteberry.

September 15, 2003 FORBES – FPA Capital is #8 among the 10 funds named to "The Honor Roll.”