January 2010 Kiplinger's Personal Finance – FPA Crescent was recommended and Tom Atteberry quoted in the cover story of the “Outlook 2010” issue ("Where to Invest in 2010: The long-term economic outlook remains gloomy, but stocks should still advance in the coming year," p. 29, by Andrew Tanzer).

     January 2010 Money magazine – In the “Investor's Guide 2010” cover story, FPA Perennial was one of six funds highlighted, with Eric Ende providing an investment outlook and covering holdings Signet and Varian ("Top Picks from Top Pros: The managers of six of last year's most successful funds talk about where they think the economy is headed and what they're buying now," p. 124, by Carolyn Bigda). Also, FPA Perennial and FPA New Income were again named to “The Money 70," the editors' annual selection of recommended mutual funds ("Best Funds Through Thick and Thin: Last year's roller-coaster market showed why it pays to be patient with your investments. The MONEY 70, our recommended list of mutual funds and ETFs, will help you buy and hold your way to your long-term goals," p. 132, by Penny Wang).

     

December 28, 2009 Business Week – The bonds feature in the “2010 Investment Outlook” issue cited FPA New Income among bond funds maintaining a short duration ("Bonds: Finding the Sweet Spot: While rising interest rates around the world could spell a tough 2010 for bond investors, fund managers say possibilities for profit remain," p. 70, by Ben Levisohn).

      December 21, 2009 FORTUNE – In the “Investor's Guide 2010” issue, Steven Romick was one of five money managers featured in the annual investor roundtable ("Stock Picks from the Expert Roundtable: With economic uncertainty near an all-time high, we sought the advice of five of the smartest market watchers we know," p. 40, by Geoff Colvin). Videos are available online from Time Warner's CNN/Money site.

     December 21, 2009 South Florida Sun Sentinel – In his nationally syndicated column, Humberto Cruz recommended FPA Crescent among moderate-allocation funds "with solid long-term records that I own or have owned" ("Investment fads, hype, not the path to 2010 value").

      December 9, 2009 MORNINGSTAR.COM – “The Short Answer” column recommended FPA Crescent among core funds "that don't require much upkeep on your part" ("Our Best Ideas for Hands-Off Investors: These low-maintenance funds serve as great core investments," by Katie Rushkewicz).

     December 8, 2009 WALL STREET JOURNAL – In the “Mixing It Up” profile in the “Investing in Funds” monthly special section, FPA New Income was noted among positions in a model portfolio from Virginia-based financial planner Mason Investment Advisory Services ("Cash Out Carefully: These advisers are talking to clients about investment strategies and withdrawal rates to make their nest eggs last," p. C10, by Shefali Anand).

     December 4, 2009 MORNINGSTAR.COM – FPA Paramount was covered in a new update on its five “Analyst Picks” in the mid-cap growth category ("Our Favorite Mid-Cap Growth Funds," by David Kathman).

      December 4, 2009 BLOOMBERG – A newswire feature covered the 25-year track record of Bob Rodriguez in managing FPA Capital and FPA New Income ("FPA's Rodriguez Flouts “Small Mind” Investor Rules to Top Funds," by Charles Stein).

      December 2009 RESEARCH MAGAZINE – Bob Rodriguez was one of four featured investors in the annual investment roundtable ("Research Investment Roundtable 2009-2010: Our panelists have profoundly mixed views of the market in the coming year," p. 52, by Jane Wollman Rusoff).

      December 2009 Kiplinger's Personal Finance – FPA Perennial and FPA New Income were recommended in a feature on 12 "outstanding load funds" ("Our Favorite Broker-Sold Funds: A dozen funds that would do any portfolio proud -- especially if you can get them without a sales fee," p. 27, by Andrew Tanzer).

     December 2009 Kiplinger's Personal Finance – FPA Crescent was recommended among 12 "investing ideas that should provide inflation-beating long-term returns without giving you insomnia" ("Investments That Let You Sleep Tight: We identify nine low-risk stock and bond funds, plus three of the market's steadiest stocks," p. 32, by David Landis).

     December 2009 Money MAGAZINE – In the cover story, FPA New Income was one of six funds recommended for 2010 ("Make Money In 2010: Good riddance, 2009. What will the New Year bring? Economists say the recovery has started -- though you may not feel it yet. Here's a look at what to expect in 2010 and how to make the most of the so-called rebound," p. 68, by Amanda Gengler, Ismat Sarah Mangla, Janice Revell and Donna Rosato).

    November 19, 2009 DOW JONES – The newswire reported on Morningstar's "Fund Manager of the Decade" finalists ("Strong 10-Year Fund Performers Receive Nods In New Awards," by Daisy Maxey).

    November 19, 2009 MORNINGSTAR.COM – The “Fund Spy” column named finalists for the first ever "Fund Manager of the Decade" awards to be announced in January, including Steven Romick for the domestic-stock asset class ("The Fund Manager of the Decade Finalists: These managers have made the most of a lousy 10 years," by Karen Dolan).

     November 18, 2009 MORNINGSTAR.COM – In the “Five-Star Investor” column, FPA Capital was noted among value funds that have outperformed peers in both 2008 and 2009 year-to-date ("These Value Funds Can Defy Market Currents: These funds outperformed peers in the 2008 credit crisis and the 2009 'junk rally,'" by Harry Milling).

     November 16, 2009 MORNINGSTAR.COM – Director of fixed income research Eric Jacobson covered FPA New Income in a new update on seven “Analyst Picks” in the Intermediate-Term Bond category ("Our Favorite Intermediate-Term Bond Funds").

     November 11, 2009 MORNINGSTAR.COM – FPA Capital was covered in an update on Morningstar’s six “Analyst Picks” in the mid-cap value category ("Our Favorite Mid-Cap Value Funds," by Andrew Gogerty).

     November 2, 2009 Kiplinger.COM – The “Value Added” column on fund volatility cited FPA Crescent among the least-volatile “Kiplinger 25” funds ("How to Limit Big Losses: A fund's volatility is a terrific predictor of how it will perform in a bear market," by Steve Goldberg).

     November 2009 RESEARCH MAGAZINE – The cover story featured an interview with Bob Rodriguez ("Farewell Address: Investing giant Bob Rodriguez offers his ever-candid thoughts on financial markets and the economy ahead of his 2010 sabbatical," p. 50, by Jane Wollman Rusoff).

    November 2009 Kiplinger's Personal Finance – Bob Rodriguez was one of six "luminaries" surveyed for guidance in a companion piece to the issue's cover story, "How To Be a Better Investor" ("Learn from the World's Great Investors: Six luminaries share their outlooks and investment strategies," p. 31, by Elizabeth Ody).

     November 2009 Kiplinger's Personal Finance – FPA Crescent was one of six funds recommended in a feature on balanced funds ("Stocks + Bonds Make for a Smoother Ride: These balanced funds have beaten most stock only funds over the past decade," p. 40, by Elizabeth Ody).

     November 2009 Kiplinger's Personal Finance – The magazine carried as its feature “Insider Interview” an edited version of the interview with Bob Rodriguez and Rikard Ekstrand that originally appeared September 2 on Kiplinger.com ("Racing Toward Disaster: Soaring budget deficits threaten the economy and the stock market, says veteran fund manager Bob Rodriguez," p. 36, by Manny Schiffres).

     November 2009 Kiplinger's Personal Finance – A commentary on funds' best practices cited FPA among families "that have long histories and concentrate on a small number of funds" and noted FPA Crescent among funds "that share most of the upside in a bull market but a much lower percentage of the losses in a bear market" ("Tame Your Funds' Worst Instincts," p. 34, by Andrew Tanzer).

     October 26, 2009 MARKET WATCH DOW JONES – In a “Life Savings” story, FPA Crescent was recommended among "Morningstar's favorite go-anywhere vehicles" ("Everything old is new again: Five early investment ideas for 2010," by Jonathan Burton).

    October 23, 2009 MORNINGSTAR.COM – The “Fund Spy” column covered FPA Capital among the 10 “Analyst Pick” funds with the largest allocations to cash ("Great Funds with Big Cash Stakes: Some top managers are still wary after the market," by David Kathman).

    October 20, 2009 MORNINGSTAR.COM – In the weekly “Fund Favorites & Red Flags” column, associate director of fund analysis Dan Culloton recommended FPA Crescent among funds that permit automatic investing for as little as $100 per month.

    October 15, 2009 THE STREET.COM – A “Financial Advisor Update” story covered the positioning of FPA New Income ("Loomis Sayles, FPA Prep for Rate Increase: Loomis Sayles Bond and FPA New Income are almost polar opposites, but each mutual fund is bracing for an increase in interest rates," by Stan Luxenberg).

     October 14, 2009 FORTUNE – The “Investor Daily” column in the online edition featured an interview with Steven Romick ("Smart money: Sitting out the rally: Value investor Steven Romick doesn't see a lot of room to move on Wall Street, but he still sees a few opportunities," by Katie Benner).

     October 5, 2009 TIME MAGAZINE – “The Curious Capitalist” column focused on Tom Atteberry's investment outlook ("Bond Bust Ahead: Investors looking for safety have dived into bonds. They've got a surprise coming," p. 22, by Justin Fox).

     October 2009 Money MAGAZINE – FPA New Income was recommended in a special report on "Steps to a Better Retirement" ("Take Stock of All You've Got: When your retirement goals seem harder to reach, it can be tempting to load up on stocks. There's a better way. If you look at all of your resources, it's easier to find the right balance between safety and risk," p. 72, by Janice Revell).

    September 23, 2009 CNBC – Tom Atteberry appeared on the “Power Lunch” program in two segments with anchors Bill Griffeth, Sue Herera and Michelle Caruso-Cabrera, media and technology editor Dennis Kneale, and on-air editor Rick Santelli reporting from the Chicago Board of Trade on the Treasury's auction of five-year notes.  The segments can be viewed online at cnbc.com.

    September 17, 2009 IGNITES – Ignites reported on a Fuse Research Network report ranking FPA among the fastest growing mid-sized fund firms from the market peak in 2007 through August this year, with FPA increasing AUM by 21.3% over the period, according to Morningstar data ("Fixed-Income, ETFs Fuel Fastest-Growing Firms," by Beagan Wilcox).

     September 17, 2009 REUTERS – The newswire reported on Tom Atteberry's investment outlook ("Anemic economy to imperil stocks and bonds: fund manager," by Ellis Mnyandu and John Parry).

     September 15, 2009 CBS MONEY WATCH – The “Big Picture” column featured an interview with Tom Atteberry ("One Year Later: An Investor Who Predicted the Crash Tells Us What's Next: FPA portfolio manager Tom Atteberry spotted the mortgage-backed-securities time bomb before it blew up. One year after the collapse of Lehman Brothers, he tells us what to buy, what to avoid, and why 70 is the new 65," by Beverly Goodman).

    September 8, 2009 KIPLINGER.COM – The “Fund Watch” column on Kiplinger.com covered the rebound since the market low of “Kiplinger 25” funds including FPA Crescent ("The Kiplinger 25 Recovers: As bad as 2008 was, our favorite funds are having a banner 2009," by Andrew Tanzer).

     September 7, 2009 Business Week – FPA Capital was recommended in a “Personal Business” story arguing "there's a surprisingly strong case to be made for buying into actively managed funds" now ("Time to Take Action?" by Tara Kalwarski).

    September 3, 2009 MORNINGSTAR.COM – The “Fund Spy” column covered Steven Romick among six candidates for Domestic-Stock Manager of the Year for 2009 ("Four Managers Who Weathered the Market's Storms Well," by Lawrence Jones).

    September 2, 2009 KIPLINGER.COM – The “Fund Watch” column featured an interview with Bob Rodriguez and Rikard Ekstrand ("Racing Toward Disaster: Soaring budget deficits threaten the economy and the stock market, says veteran fund manager Bob Rodriguez," by Manny Schiffres).

    September 2009 MORNINGSTAR FUNDINVESTOR – In his column “The Contrarian,” editor Russ Kinnel recommends FPA New Income ("Lowering Risk the Old-Fashioned Way," p. 10).

     September 2009 Kiplinger's Personal Finance – In the annual funds review ("And The Leaders Are..." p. 39, by executive editor Manny Schiffres), FPA Capital appeared ranked as the best-performing small/mid-cap value fund for 20 years, according to Morningstar, and FPA Perennial ranks #7 for 20 years among small-/mid-cap growth funds. FPA Crescent, ranked #4 among hybrid funds for 10 years, was highlighted in the accompanying story as a “Kiplinger 25” selection.

    September 2009 Financial planning – Steven Romick and FPA Crescent were the subjects of the “Fund Manager Profile” ("Evasive Action: Steve Romick of FPA Crescent is covering his bases in case the market has little room left to run," by Ilana Polyak).

     September 2009 SMART Money – FPA Capital was included in a story on fund managers holding high levels of cash ("The High Cost of Cold Feet," p. 52, by Russell Pearlman).

    September 2009 Money MAGAZINE – FPA New Income was recommended in an investing item on clues in the bond market on the outlook for the economy ("What's Next? Ask the Bond Market," p. 55, by Janice Revell).

    August/September 2009 Morningstar Advisor – The “Screens” column recommended FPA New Income among top-performing bond funds over the last 10 years ("The Not-Ready-for-High-Yield Players," p. 62, by Karin Anderson).

    August 31, 2009 WSJ.com – In a MarketWatch commentary “ROI” columnist Brett Arends highlights comments from Tom Atteberry on risks to investments in longer-term bonds ("Yes, there's even a risk in Treasuries: Bonds may not keep up with inflation, lose ground").

    August 22-23 The Wall Street Journal Report (video) – Steven Romick appeared in broadcasts of the nationally syndicated program in a segment with anchor Maria Bartiromo and Oakmark Funds portfolio manager Bill Nygren ("Where to Put Your Money").

    August 21, 2009 Welling@Weeden – In the “10th Anniversary” special issue of the newsletter, Bob Rodriguez and Julian Mann appeared among interviewees from the past decade with reviews of their past interviews and current investment outlook ("The Lost Decade? Not Here...Our Remarkable Interviewees Saw To That," by Kate Welling).

     August 11, 2009 FOX BUSINESS NETWORK – Tom Atteberry appeared in an interview with anchors Brian Sullivan and Dagen McDowell ("Bond Markets in Focus").

    August 8, 2009 LOS ANGELES TIMES – The “MarketBeat” column covered FPA Crescent ("Trapped twice by market's swings," p. B-1, by Tom Petruno).

    August 3, 2009 WALL STREET JOURNAL – In the lead story in the “Investing in Funds” monthly special section, analyst Miriam Sjoblom recommended FPA New Income ("The New Bond Equation: As the economy teeters between recession and recovery, bond-fund buyers need to be wary of multiple hazards," p. R1, by Michael Pollock).

     August 2009 Morningstar FundInvestor – In the cover story, director of mutual fund research Russ Kinnel listed FPA Crescent, FPA Perennial and FPA Paramount among the "small subset" of 28 “FundInvestor 500” funds that have outperformed peers both in 2009 year-to-date and in 2008 ("Extreme Performers in a Roller-Coaster Market").

    August 2009 Smart Money – Bob Rodriguez was one four investors featured in the cover article ("The World's Greatest Investors: What They're Saying Now," p. 43, by Dyan Machan). An edited version of the story is available online.

    August 2009 Money MAGAZINE – A “Money 1st” item recommended FPA New Income ("Three Ways to Beat Rising Rates," p. 17, by Janice Revell).

    July 22, 2009 FORTUNE – The “Investor Daily” column in the online edition featured FPA New Income ("Bearish on bonds: Tom Atteberry, manager of FPA New Income, still spurns most of the fixed-income market," by Mina Kimes).

    July 14, 2009 CNBC – Tom Atteberry appeared on the “Power Lunch” program in an interview with anchors Sue Herera and Michelle Caruso-Cabrera ("#1 Fixed Income Manager: Morningstar ranked Tom Atteberry, who runs the $3.2B FPA New Income for First Pacific Advisors, the fixed income manager of the year, awarded jointly to him and Bob Rodriguez. Atteberry's fund has not recorded a single loss in the past 24 years”).

    July 13, 2009 MORNINGSTAR.COM – Featured on its home page was a video interview of Steven Romick by senior analyst Mike Breen recorded in May at the Morningstar Investment Conference.  July 10, 2009 PBS Consuelo Mack WealthTrack – Bob Rodriguez was the featured guest on the “Great Investors” summer series. His 25-year track record of running both a top-performing stock and bond fund has earned him the accolade “best fund manager of our time.” The outspoken Rodriguez, who sheltered shareholders from the credit crisis, explained why he is even more worried about the future and how he intends to invest as a result.

    July 10, 2009 REUTERS – Eric Ende and FPA Perennial were featured in the newswire's 'Fund Q&A' ("First Pacific's Ende favors individual picks," by Ellis Mnyandu).

     July 2009 Kiplinger's Personal Finance – In the cover story, FPA Crescent was recommended as a fund with "a good record of protecting capital in any market environment" ("Cash In on the Recovery," p. 25, by Andrew Tanzer).

    June 18, 2009 MORNINGSTAR.COM – The “Fund Spy” column recommended FPA Crescent ("Top Allocation Funds That Think Outside the (Style) Box," by Michael Breen).

    June 16, 2009 MORNINGSTAR.COM – FPA Paramount was covered in a new update on five “Analyst Picks” in the mid-cap growth category ("Our Favorite Mid-Cap Growth Funds," by David Kathman).

      June 9, 2009 WALL STREET JOURNAL – The “R.O.I.” column in the online edition recommended FPA Crescent among funds with "the flexibility to invest where they see the best opportunities regardless of benchmarks and other distractions" ("Too Late To Jump Back Into Stocks? Investors who fled the market during the March lows can still get back in the game," by Brett Arends).

    June 7, 2009 MORNINGSTAR.COM – In the “Fund Spy” column, FPA Crescent was recommended among "outstanding funds" that "offer the potential for strong returns but don't have all the potential downside of a pure stock fund" ("Five Funds for the Frazzled," by Russ Kinnel).

    June 7, 2009 CHICAGO TRIBUNE – Bob Rodriguez was cited in the syndicated “Your Money” column ("A good bond proves harder to find," by Gail MarksJarvis).

    June 5, 2009 USA TODAY – In the investing column, FPA Crescent was recommended among "funds with top 10-year records that will let you open an IRA for $500 or less" ("Small, strapped-for-cash investors can still find decent funds," p. 3B, by John Waggoner).

    June 3, 2009 MORNINGSTAR.COM – FPA New Income was covered in the latest update on seven “Analyst Picks” in the Intermediate-Term Bond category ("Our Favorite Intermediate-Term Bond Funds," by Lawrence Jones).

    June 3, 2009 MORNINGSTAR.COM – The “Five-Star Investor” column recommended FPA New Income ("Not Ready for High Yield? Try These Topnotch Bond Funds," by Karin Anderson).

     June 2, 2009 MORNINGSTAR.COM – FPA Capital, now classified by Morningstar as a mid-cap value fund, was covered in the new update on its six “Analyst Picks” in the category ("Our Favorite Mid-Cap Value Funds," by Andrew Gogerty).

    June 1, 2009 WALL STREET JOURNAL – In "The Journal Report," the monthly review of mutual funds, FPA Capital Fund ranked among top-performing funds in its peer group for its year-to-date performance through May 29, according to Lipper.

    June 2009 MONEY MAGAZINE – FPA Perennial is one of three funds highlighted in a feature on investing in small-cap stocks ("Are Small-Caps Taking Root? In tough times, big blue chips get all the love. But small-company shares often sprout at the first sign of sunlight," p. 45, by Joe Light).

    May 29, 2009 MORNINGSTAR.COM – A video interview of Bob Rodriguez and Tom Atteberry by analyst Christopher Davis from the Morningstar conference is available.  The 14-minute interview can be viewed from Morningstar's site in three parts.

    May 29, 2009 KIPLINGER.COM – The “Fund Watch” column reported on an interview with Tom Atteberry from the Morningstar conference ("A Tipping Point In Bonds? Treasuries and municipal bonds could be on treacherous ground," by Elizabeth Ody).

    May 29, 2009 CNBC – Bob Rodriguez appeared on “Squawk on the Street” in an "All-Star Investors" interview with anchor Bill Griffeth from the Morningstar Investment Conference in Chicago ("Winning Investment Strategy").

    May 28, 2009 CNBC – Steven Romick appeared on “Squawk on the Street” in the "All-Star Investors" segment highlighting managers presenting at the Morningstar Investment Conference ("Five-Star Fund Manager: Investment strategy with one of the best of the investment community").

    May 28, 2009 SMARTMONEY TV – A “Spotlight” interview with Steven Romick was recorded at the Morningstar conference ("Navigating the Bond, Equities Markets: Staff writer Reshma Kapadia asks FPA Crescent's Steven Romick where he is finding value").

    May 21, 2009 ASSOCIATED PRESS – Steven Romick was the subject of the AP newswire's feature interview ("The bumpy road ahead: Manager of 5-star fund discusses his outlook on the market," by personal finance editor Trevor Delaney). The story was carried in editions of the Boston Globe ("Conservative fund manager sees cause for caution, not alarm," p. G3) and The Washington Post ("Maintaining a Calm Reserve in a Volatile Market," p. G4), among other newspapers.

    May 18, 2009 KIPLINGER’S PERSONAL FINANCE– Executive editor Manny Schiffres mentioned FPA Crescent in a “Fund Watch” column responding to reader feedback on the May 'Kiplinger 25' best funds feature ("How We Pick the Kiplinger 25: Despite the past year's carnage, these funds remained our favorites. Here's why").

    May 15, 2009 PBS – Steven Romick appeared on the “Consuelo Mack WealthTrack”: “Three top notch portfolio managers discuss their distinctly different views and management styles…. Steven Romick can go short and long in his go-anywhere FPA Crescent Fund."). The transcript is available from the WealthTrack website.

    May 12, 2009 WALL STREET JOURNAL – The “Fund Watch” column carried an edited version of the MarketWatch story in which Morningstar's Russ Kinnel recommended FPA Capital and FPA Crescent ("Contrarian Patience Pays Off -- Finally," p. C9, by Sam Mamudi).

    May 6, 2009 MORNINGSTAR.COM – In the “Five-Star Investor” column, FPA Perennial appeared among 10 large- and mid-cap domestic-equity funds with "reasonable price tags," assets under $500 million, manager tenure of at least 10 years, and performance in the top third of category peers for the trailing one- and 10-year periods ("Top-Performing Funds with Low Profiles," by Karin Anderson).

    May 4, 2009 WALL STREET JOURNAL – In "The Journal Report," the monthly review of mutual funds, FPA Capital, Perennial and Paramount funds ranked among top-performing funds in their peer groups for their year-to-date performance through April 30, according to Lipper. Also, Steven Romick is one of three fund managers who shares thoughts on how to navigate through today's tricky investment landscape ("Out of Hiding; Three pros share advice for moving your cash, cautiously, into higher-yielding investments," page R5, by Jennifer Levitz).

    May 2009 INSTITUTIONAL INVESTOR – Steven Romick and FPA Crescent were covered in a feature on value managers who "deftly sidestepped disaster" in 2008 ("Small Value Shops Shine Through," by Michael Shari).

    May 2009 KIPLINGER'S PERSONAL FINANCE – FPA Crescent was recommended among the “Kiplinger 25” annual editors' selection of "the best no-load stock, bond and commodity funds to help you achieve your long-term investment goals" ("The 25 Best Mutual Funds," p. 25, by Andrew Tanzer).

     May 2009 KIPLINGER’S PERSONAL FINANCE – In his column, Morningstar director of mutual fund research Russ Kinnel recommended FPA Crescent among six "outstanding funds" that "offer the potential for strong returns but don't have all the potential downside of a pure stock fund" ("Funds for the Frazzled: If you lose sleep over the short-term twists of the stock market, find a great fund that cuts the risk," p. 51).

    May 2009 MONEY – FPA Crescent was recommended in an item in "The Money 100" cover story, the "annual guide to the best investments, strategies, products, and people in the world of money" ("95 to 97: Best Stock Funds for the Very Nervous," p. 82, by Penny Wang).

    April/May 2009 MORNINGSTAR ADVISER – Bob Rodriguez was featured in an eight-page “Morningstar Conversation” with TCW chief investment officer Jeffrey Gundlach, moderated by Morningstar associate director of fund analysis Lawrence Jones and fixed-income specialist Eric Jacobson ("Get Rid of the Dead Weight: Let failures occur, Bob Rodriguez and Jeremy Gundlach say. Only then can a fundamentally transformed economy prosper," p. 42, by Lawrence Jones).

    April 29, 2009 CNBC.COM – The Associated Press newswire featured a Q&A with Tom Atteberry by personal finance editor Trevor Delaney ("Leading Bond Fund Manager Offers Market Insight").

    April 28, 2009 FOX BUSINESS NETWORK – Tom Atteberry appeared in an interview with anchor Brian Sullivan recorded from the 2009 Milken Institute Global Conference in Beverly Hills ("The Paradox of Thrift: How Long Before U.S. Pays Off Debt?").

   April 28, 2009 MORNINGSTAR.COM – In “The Short Answer” column on investing with "star" managers, Morningstar covered FPA managers succeeding Bob Rodriguez in 2010 ("Investing with a “Star” Manager: Don't let celebrity cloud your expectations," by Christopher Davis). The article spotlights the big role played by Rodriguez’s co-managers (Tom Atteberry of FPA New Income and Dennis Bryan and Rikard Ekstrand of FPA Capital).

   April 13, 2009 INVESTOR’S BUSINESS DAILY – In a feature on the growth of the fund industry since IBD launched in 1984, FPA Capital was noted as the best-performing U.S. diversified stock fund for the 25-year period ended March 31 ("Fund Growth Through Thick and Thin," by Paul Katzeff).

   April 9, 2009 USA TODAY – FPA was covered in a story on Southern California's "enclave of the world's largest and most influential bond fund managers" ("Key to recovery may be in Calif.: Area is home to a cadre of influential bond fund managers," p. 3B, by Matt Krantz).

   April 8, 2009 BLOOMBERG TV – Tom Atteberry appeared in an interview with anchor Deirdre Bolton ("Atteberry Says Now Among Worst Times to Invest in Bonds: Thomas Atteberry, fund manager at First Pacific Advisors, discusses investment in government and corporate bonds. Atteberry also comments on the outlook for the U.S. economy and the importance of capital preservation in investment strategy").The segment can be viewed online at www.bloomberg.com.

   April 6, 2009 USA TODAY – A brief in the “Fundline” news roundup in the “Quarterly Mutual Fund Guide” covered Bob Rodriguez's sabbatical plans (p. 6B, by John Waggoner).

    April 6, 2009 BARRON’S – FPA New Income is recommended and Tom Atteberry appears in the cover story, the lead feature in the “Mutual Fund Quarterly Report” ("Six Top-Notch Bond Funds: Six talented managers are finding value in various corners of the market," p. L3, by Tom Sullivan).

    April 3, 2009 INVESTOR’S BUSINESS DAILY – Bob Rodriguez was the subject of the “Fund Manager Q&A” in the “Mutual Fund Quarterly” special section ("FPA's Rodriguez Is Buying Again, Sets Sabbatical," p. A8, by Paul Katzeff).

    April 1, 2009 MORNINGSTAR.COM – In the “Five-Star Investor” column on funds earning “A” Stewardship Grades, FPA was noted among firms that are "standouts on the corporate culture front" ("Mutual Funds That Make the Grade: Use this screen to find offerings that get A's for stewardship," by Karin Anderson).

    April 1, 2009 MORNINGSTAR FUNDINVESTOR – In “The Contrarian” column, editor Russ Kinnel reviewed his December 2007 recommendation of FPA Crescent, one of his "brilliant calls" in that issue's cover story ("Evaluating the Active Asset Allocators," p. 10).

    April 2009 WEALTH MANAGER – Bob Rodriguez was the subject of the feature interview ("Warning Flag: The world according to Bob Rodriguez needs more transparency and requires extreme caution," p. 12, by Kathleen McBride).

    April 2009 BLACK ENTERPRISE – In the lead story of the “Annual Investment Guide” Morningstar associate director of fund analysis Lawrence Jones recommended FPA New Income ("Finding Shelter from the Storm: Stock mutual funds were all wet in 2008. Here's where to invest now to avoid getting soaked," p. 79, by Donald Jay Korn).

   March 30, 2009 NEW YORK TIMES – In the lead story in the business section, Bob Rodriguez provided the bear case for U.S. stocks ("A Pitched Battle for Turf Between the Bears and the Bulls," p. B1, by Jack Healy).

   March 29, 2009 CHICAGO TRIBUNE – FPA Crescent was recommended in the syndicated “Your Money” column ("Stock market's recent rally may rekindle urge to invest, but tread cautiously," by Gail MarksJarvis).

    March 23-30, 2009 BUSINESS WEEK – Tom Atteberry appeared in a “Money Report” item on FDIC-insured bonds in the March 23-30 double issue ("Debt: Safer and Safest," p. 85, by Ben Levisohn).

   March 18, 2009 CHICAGO TRIBUNE – “Your Money” columnist Gail MarksJarvis cited Bob Rodriguez among those who, prior to the credit crisis, "warned that borrowing was so out of control that they feared for the future of the economy and stock market" ("Few investment pros predicted collapse of markets: CNBC's Jim Cramer wasn't alone in getting it wrong").

    March 17, 2009 PBS NIGHTLY BUSINESS REPORT – In the “Of Mutual Interest” segment, MONEY magazine senior writer Penny Wang recommended FPA Crescent.

    March 2009 FINANCIAL ADVISOR – In his note introducing the March issue, editor Evan Simonoff covers a discussion with Bob Rodriguez in February ("A Grand Experiment: Any crisis has a silver lining, and Robert Rodriguez expects Americans' savings rate to climb...," p. 12, by Evan Simonoff).

    March 11, 2009 WALL STREET JOURNAL – In the “Personal Journal” section, Tom Ruggie of Florida-based Ruggie Wealth Management allocates 20% to FPA New Income in a model portfolio "for money that clients will need within the next decade" ("Locking In Returns You Actually Like," p. D1, by Karen Blumenthal).

   March 2009 U.S. NEWS & WORLD REPORT – FPA New Income is recommended among "investments that guard the downside" in an investing feature ("Playing It Safe in a Scary Market: Twenty stocks, mutual funds, and ETFs that should help you sleep a bit better at night," p. 53, by Katy Marquardt and Kirk Shinkle).

    March 2009 MORNINGSTAR FUNDINVESTOR – FPA New Income is among six intermediate bond funds in the “Tracking Fund Analyst Picks” column ("Parsing Our Core Bond Picks," p. 18, by Russ Kinnel).

   February 23, 2009 BARRON’S – Bob Rodriguez is the subject of the feature interview ("Knowing When to Hold and When to Fold," p. 38, by Lawrence Strauss).

   February 23, 2009 MORNINGSTAR – Bob Rodriguez is cited in the “Fund Spy” column ("Five Great Funds If You Don't Have a Lot of Dough," by Russ Kinnel).

   February 12, 2009 CNBC.COM – Bob Rodriguez appeared on the “Power Lunch” program in a special "town hall" meeting with investors ("The Smart Money: Where to Invest Now").  Multiple segments with Bob, anchors Bill Griffeth, Sue Herera and Michelle Caruso-Cabrera, JPMorgan Funds chief market strategist David Kelly, Jeff Macke of CNBC's “Fast Money” program, CNBC media and technology editor Dennis Kneale, and “Mad Money” host Jim Cramer can be viewed from CNBC's website.

  February 2, 2009 FORBES – In the lead story of the “2009 Mutual Fund Guide,” FPA appears among the 10 best-performing fund families for 20 years, and FPA Capital is highlighted among eight "Bear Busters" that have outperformed in the three significant market downturns in the period ("Good Things, Small Packages: Low-cost index funds should get the bulk of your savings. With the risk portion, aim for a market-beating result by getting a small fund from a top-performing family," p. 76, by Jim Clash and Zack Greenburg). See the full story online at www.forbes.com.

  February 1, 2009 MORNINGSTAR – FPA New Income appeared among 35 “Analyst Picks” with above-average five-year total return versus category peers, top-quartile bear-market performance versus all bond funds, and negative potential capital gains exposure ("35 Picks that Stand Up to the Bear: These analyst favorites have a record of outperformance in down markets.)

    February 2009 SMART MONEY – FPA Capital is one of five funds featured in the cover story on funds with outstanding 20-year records ("100 Great Funds for These Tough Times: We sifted through thousands of mutual funds to find ones that actually did well post '87 crash and tech bust. How these market 'survivors' are handling today's turmoil," p. 61, by Reshma Kapadia and Daren Fonda). FPA Perennial also appears in an accompanying table of the top performers for 20 years; see the table in the story online at www.smartmoney.com.

  January 27, 2009 FORBES.COM – FPA Crescent was featured in a Q&A with Steven Romick ("Kicking Assets in a Balanced Fund: Steven Romick, longtime manager of balanced fund FPA Crescent, generates nice returns across asset classes," by Josh Lipton).

    January 27, 2009 WALL STREET JOURNAL – On the “Personal Finance” page, FPA Crescent is included in the “Smart Money Fund Screen” of 14 no-load balanced funds with expenses under 1.5% and three- and five-year performance in the top 20% of their categories, according to Morningstar ("Balanced Funds," p. D3, by Rob Wherry).

   January 26, 2009 MORNINGSTAR – In a “Fund Analyst Update,” FPA New Income was one of only two taxable bond funds earning the “Analyst Pick” designation and also ranking in the top 25% of all bond funds for bear-market performance ("30 Picks that Stand Up to the Bear: These analyst favorites have a record of outperformance in down markets.)

  January 26, 2009 MORNINGSTAR – FPA Paramount is covered in a new update on the five “Analyst Picks” in the mid-cap growth category ("Our Favorite Mid-Cap Growth Funds," by David Kathman).

  January 13, 2009 MORNINGSTAR – FPA New Income is one of two featured picks in the weekly “Fund Picks & Pans” email to premium-service subscribers.

  January 11, 2009 LOS ANGELES TIMES – Morningstar analyst Eric Jacobson recommended FPA New Income in the “Mutual Funds Quarterly Report” ("Junk bonds were trashed, U.S. bonds were treasured in '08," p. C-1, by Josh Friedman). See the story online at www.latimes.com.

  January 9, 2009 SMART MONEY.COM – FPA New Income is noted as the "Best Fixed Income Fund" for 2008, in its "Best Funds of 2008" article by Rob Wherry. Full story online at www.smartmoney.com.

  January 7, 2009 CNBC.COM – Tom Atteberry appeared on the “Closing Bell” with anchor Melissa Francis to highlight Morningstar's “Fixed-Income Fund Managers of the Year” ("Opportunities in Fixed Income"). The segment can be viewed online from CNBC's site at www.cnbc.com.

  January 7, 2009 MORNINGSTAR – Now classified by Morningstar as a mid-cap value fund, FPA Capital is covered in a new update on their five “Analyst Picks” in the category ("Our Favorite Mid-Cap Value Funds," by Andrew Gogerty).

  January 7, 2009 CNBC – Steven Romick appeared on CNBC's “Closing Bell” program in a segment with anchor Trish Regan and David Kovacs of Turner Investment Partners ("Today's Market Action").

  January 6, 2009 MORNINGSTAR – FPA New Income is covered in the latest update on its seven “Analyst Picks” in the Intermediate-Term Bond category ("Our Favorite Intermediate-Term Bond Funds," by Lawrence Jones).

  January 6, 2009 MORNINGSTAR – In the “Fund Spy” column, Morningstar director of mutual fund research Russ Kinnel announces Morningstar's “Managers of the Year for 2008,” including Bob Rodriguez and Tom Atteberry for Fixed Income ("Announcing Managers of the Year for 2008: These managers served shareholders well").

  January 2, 2009 WALL STREET JOURNAL – Bob Rodriguez is one of the money managers featured in the front-page story, "The Doomsayers Who Got It Right," by Jeff Opdyke.

  January 2009 NO-LOAD FUND ANALYST – The monthly commentary in the newsletter cites FPA among investors who "do what they believe is right for their clients regardless of the near-term consequence to their business." 

  January 2009 NO-LOAD FUND ANALYST – A “Fund Update” report on FPA Crescent maintains the editors' recommendation of the fund (p. 11, by Baie Netzer).

    January 2009 MORNINGSTAR – The “Leaders & Laggards” column of the FundInvestor covers FPA New Income among 2008's top performers ("Artisan Mid-Cap Value Holds Up Well While Aegis Value Suffers," p. 13, by Greg Carlson).

    January 2009 SMART MONEY – Steven Romick is featured in the “Annual Investor Roundtable” ("Tough Calls for Tough Times: The difficult days might not be over, but our four panelists are finding some buys amid the rubble," p. 60, by Dyan Machan and Russell Pearlman).

  January 2009 KIPLINGER’S PERSONAL FINANCE – In the “Outlook 2009” issue, the monthly update on the “Kiplinger 25” editors' selection of best funds covers the addition of FPA Crescent, as reported in October on Kiplinger.com ("A Disastrous Year for the Kip 25: Bill Miller's Legg Mason Opportunity fund is out. FPA Crescent is in," p. 48, by Andrew Tanzer).

    January 2009 KIPLINGER’S PERSONAL FINANCE – FPA Crescent is recommended in an outlook feature among the cover stories of the January issue ("Outlook 2009: After a rocky start, stocks will finish the year in the black as investors anticipate a better economy," p. 25, by Andrew Tanzer). See the full story online at www.kiplinger.com.

 

December 27, 2008 NEW YORK TIMES – FPA New Income was recommended by Morningstar's Miriam Sjoblom in an article on safe fixed income choices for older investors ("Older Investors Should Examine the Risks in Bonds," by Tara Siegel Bernard).

  December 22, 2008 FORTUNE – The lead story in the “Investor's Guide 2009” cited Bob Rodriguez's appearance in the issue's roundtable ("Should You Jump In Now?" p. 26, by Allan Sloan).  Also carried as the “Fortune Investor Daily” feature in the online edition at: http://money.cnn.com. Bob Rodriguez is one of five money managers featured in the annual investor roundtable ("Stock Picks From The Experts," p. 50, by Geoff Colvin).

December 11, 2008 MORNINGSTAR – In the “Fund Spy” column, director of mutual fund research Russ Kinnel noted FPA among fund families with net inflows in November ("Vanguard Bucks the Trend on Outflows in November").

  December 9, 2008 REUTERS – The newswire reported in three separate stories on Tom Atteberry's appearance at the “Reuters Investment Outlook Summit” in New York. "Stocks may retest November low: FPA's Atteberry," by Herb Lash, "Top bond manager Atteberry nibbles warily at junk," by Jonathan Stempel, and "FPA's Atteberry wary on loan modifications," by Al Loon. Online at: www.reuters.com.

December 2, 2008 MSN MONEY – Funds columnist Tim Middleton noted FPA Crescent in a story advocating investment in balanced and growth-and-income funds ("Build your nest egg like Grandpa did: Now that the go-go years have gotten us good, it's time to get back to the basics that investors followed half a century ago").

December 2008 MORNINGSTAR FUNDINVESTOR – FPA Capital is one of six small- and mid-cap value funds covered in the “Tracking Fund Analyst Picks” column ("Value Funds Amid a Perfect Storm," p. 18).

December 2008 KIPLINGER’S PERSONAL FINANCE – FPA Crescent is recommended in two features in this issue: "Best Funds for Rough Seas" (p. 48, by senior associate editor Andrew Tanzer) recommends five funds "that do a good job of preserving shareholders' wealth" and "look especially compelling for the stressful year ahead"; and "Dial Down Your Risk" (p. 54, by Morningstar director of mutual fund research Russ Kinnel) recommends five asset-allocation funds "that made money every calendar year from 2000 through 2007."

December 2008 MONEY MAGAZINE – Tom Atteberry appears and FPA New Income is recommended in the “Special Forecast Issue” of Money with the editors' outlook for 2009.  See full "Forecast 2009: Your Investments" feature; online at: "10 Market Pros Take on 2009," by Janice Revell at www.money.cnn.com.

November 23, 2008 NEW YORK TIMES – Bob Rodriguez was quoted and FPA New Income covered in a feature on bonds ("Seeking Solace? You'll Find Little in the Bond Market," p. BU 6, by Jeff Sommer). FPA New Income was among those that have held their own this year.

November 18, 2008 MORNINGSTAR – Analyst Chris Davis recommended FPA Crescent among funds available through Fidelity's FundsNetwork ("How Well Is Fidelity Steering Through the Crisis?").

November 17, 2008 FORBES – Bob Rodriguez comments on investors with cash in reserve ("What Are They Waiting For? One reason stocks are crashing: Investors are sitting on wads of cash," by Bernard Condon, James M. Clash and Zack O'Malley Greenburg).

November 17, 2008 FINANCIAL TIMES – In the “FT Fund Management” special section Morningstar's Laura Lutton cited FPA among smaller fund firms "informing investors more like partners" by "writing letters and special reports that go beyond regulatory requirements" ("Greater Transparency Could Limit Risk").

November 10, 2008 MORNINGSTAR – In the "Fund Spy" column, Eric Jacobson writes about the prescient views of Bob Rodriguez and FPA over the past few years ("Perhaps Not a Prophet, but Definitely Prophetic"). Story online at www.morningstar.com.

November 3, 2008 BUSINESS WEEK – In a “Personal Business” story, Source Capital was one of four closed-end funds recommended with "low expenses, high insider ownership, and little or no leverage" ("Unsung But Solid Funds," p. 93, by Lewis Braham).

November 2008 FINANCIAL PLANNING – Tom Atteberry is the subject of a Q&A with editor Marion Asnes ("4 Questions with Tom Atteberry," p. 26). Online at www.financial-planning.com.

November 2008 MORNINGSTAR FUNDINVESTOR – Editor Russ Kinnel covers Bob Rodriguez's outlook in the cover story surveying "how some of the smartest investors are reacting to the sell-off" ("Top Managers Are Buying Amid the Chaos").

November 2008 KIPLINGER’S PERSONAL FINANCE – Steven Romick appears in a feature profiling two prominent value investors for whom "the past year or so has been humbling" and two "who have (mostly) coped with the market's duress" ("Those Bargain-Hunter Blues: Value investing is being put to the test. Yet some sharp managers have stayed on key," p. 54, by Andrew Tanzer).

October/November 2008 WORTH – Tom Atteberry contributes a “Thought Leaders” commentary on rating agencies ("Broken Bonds: Debt rating agencies must change their approach to structured finance," p. 32).

November 2008 SMART MONEY - The cover story names Bob Rodriguez to the “Power 30,” the editors' annual selection of "the most powerful players in business and finance" ("Power 30: Meet the People Who Will Clean Up America's Financial Mess," p. 59). Also available online at smartmoney.com.

November 2008 MONEY MAGAZINE - Steve Romick is quoted in the cover story ("What Do I Do Now? As the most serious credit crisis in decades rocks your finances, you've got to have questions. Here are the answers," p. 88, by Stephen Gandel and Paul Lim). See the last paragraph of the story below; online at money.cnn.com.

October 31, 2008 KIPLINGER’S PERSONAL FINANCE – The “Fund Watch” column reported that FPA Crescent has been added to the editors' selection of the 25 "best stock and bond funds to help you meet your wealth-building goals" ("A Disastrous Year for the Kiplinger 25: We dropped one fund that performed especially bad and replaced it with a less-risky one," by Andrew Tanzer).

October 31, 2008 CNBC – Tom Atteberry appeared on the “Closing Bell” program in a segment with anchor Melissa Lee and Schaeffer's Investment Research senior equities analyst Richard Sparks ("Market Outlook: A look at today's market action").

October 31, 2008 CNBC – In a segment on “Squawk Box,” Morningstar analyst Lawrence Jones covered FPA New Income among leading bond funds this year ("Top Bond Funds: The best performing funds in this category").

October 27, 2008 SMART MONEY – FPA Capital was covered in a story on diversified stock funds with large weightings in the energy sector ("Cheap Oil Hits Funds with Big Energy Stakes," by Paulette Miniter).

October 27, 2008 FORTUNE - Bob Rodriguez is the subject of the “Fortune Q&A” ("Superinvestor Bob Rodriguez: The king of cash says the market has further to fall," p. 38, by Jon Birger).

October 24, 2008 INVESTOR’S BUSINESS DAILY – Bob Rodriguez comments in a front-page story on the market views of noted value investors ("Sharply Lower Stock Prices Turn Some Longtime Bears to Buyers," p. A1, by Norm Alster).

October 24, 2008 WALL STREET JOURNAL – In a “Money & Investing” feature, Bob Rodriguez is one of six "celebrated mutual-fund managers" surveyed for stock picks ("Star Mutual-Fund Managers Don't Give Up, Buy Carefully," p. C1, by Jeff Opdyke).

October 14, 2008 MORNINGSTAR.COM - The “Five-Star Investor” column highlighted FPA New Income among funds with gains year-to-date, 10-year performance in the top third of its category, and manager tenure of at least 10 years ("Funds in Positive Territory in 2008: This screen points to funds that have done well over the long haul and haven't been bleeding red lately," by Karin Anderson).

October 13, 2008 FORTUNE - FPA Capital’s year-to-date performance is cited ("What Should You Do Now? With Wall Street imploding and stocks hitting bear territory, this volatile market is more confusing than ever. Here's how to navigate through the chaos," p. 47, by Jon Birger).

October 8, 2008 NATIONAL REAL ESTATE INVESTOR.COM - The online edition of the magazine reported on the appearance by Bob Rodriguez at the Marshall School's panel, "The Real Estate and Credit Meltdown" ("No Assurance Government Bailout Will Work, Expert Panel Concludes," by Morris Newman).

October 7, 2008 TheStreet.com TV - FPA New Income was highlighted in a segment by fund reporter Gregg Greenberg including comments from Tom Atteberry recorded on October 1 ("Time to Drop 'Depression' Talk: Tom Atteberry, co-manager of the four-star FPA New Income fund, says the economy is going to weaken and inflation will once again be a problem.").

October 6, 2008 BARRON’S - FPA New Income is covered in the lead story in the “Lipper Mutual Fund Quarterly” section ("What's the Best Way Out of Here? Third-quarter mutual-fund returns were miserable. Experts expect recovery to be slow and painful," p. L3, by Jack Willoughby and Lawrence Strauss).

October 2, 2008 WALL STREET JOURNAL – In "The Journal Report," the quarterly review of mutual funds, FPA Perennial and FPA Paramount funds rank among their peer group's top funds for one-year performance through September 30, according to Lipper.

October 1, 2008 CNBC - Tom Atteberry appeared on “Squawk Box” in a roundtable segment with anchor Carl Quintanilla, correspondent Rick Santelli and Larry Levin of SecretsofTraders.com ("Wall Street Crisis: Market Task Force").

October 2008 REGISTERED REP - A story covers FPA Crescent among funds that have succeeded while employing a flexible investment mandate ("Thinking Outside the (Style) Box," p. 69, by Stan Luxenberg).

September 30, 2008 MORNINGSTAR.COM - FPA Crescent is one of three funds recommended in a “Fund Spy” column by director of fund analysis Karen Dolan ("What Should Mutual Fund Investors Do Amid the Panic? Take a deep breath, your hand off the sell button, and a look at these funds").

September 24, 2008 BLOOMBERG.COM - Julian Mann and Tom Atteberry appeared in a feature on the role of the ratings agencies in the subprime lending crisis ("Bringing Down Wall Street as Ratings Let Loose Subprime Scourge," by Elliot Blair Smith).

September 2008 MORNINGSTAR.COM - The debut “Income Strategist” column in the FundInvestor covers the investment outlook of Bob Rodriguez and Tom Atteberry ("Our Favorite Managers' Picks for Value," p. 20, by Paul Herbert).

September 22, 2008 MORNINGSTAR.COM - FPA Crescent is one of three funds featured in the “Five-Star Investor” column highlighting “active managers who were concerned about the health of financial companies and positioned their portfolio's accordingly” (“Which Funds Have Been Light on Financials? These offerings have dodged some of the market's recent bullets,” by Karin Anderson).

September 17, 2008 MORNINGSTAR.COM - Bob Rodriguez and Tom Atteberry are among four candidates for Fixed-Income Manager of the Year for 2008 ("Four Managers Who Weathered the Market's Storms Well," by Lawrence Jones).

September 2008 KIPLINGER’S PERSONAL FINANCE - In the annual funds review ("And The Winners Are..." p. 43, by executive editor Manny Schiffres), FPA Crescent is noted among top-10 hybrid funds ranked by 3-, 5- and 10-year total return through July 1, according to Morningstar.

August 29, 2008 MARKETWATCH - Bob Rodriguez was among four “contrarian-minded” investment pros spotlighted in “Jonathan Burton’s Life Savings” column, “The four horsemen of the market.”

August 25, 2008 MORNINGSTAR.COM - FPA Capital is covered in a new update on seven “Analyst Picks” in the small-cap value category ("Our Favorite Small-Value Funds," by Marta Norton).

August 20, 2008 MORNINGSTAR.COM - FPA Paramount is covered in Morningstar's new update on its five “Analyst Picks” in the mid-cap growth category ("Our Favorite Mid-Cap Growth Funds," by David Kathman).

August 18, 2008 FORTUNE - In a companion piece to the cover story of the August 18 FORTUNE magazine, Bob Rodriguez is highlighted among those "ahead of the pack in spotting serious trouble in the financial system" ("Six Who Saw a Crisis Coming," p. 76, by Katie Benner).

August 11, 2008 BARRON’S - Steven Romick appears in the cover story on the “Barron's/Value Line Top 100” fund managers survey, which ranks leading managers according to risk-adjusted performance relative to category peers ("America's Best Fund Managers," p. 23, by Christopher Williams). Ranked #69, Steven makes his fourth consecutive appearance in the annual feature.

August 11, 2008 BARRON’S - The “Fund of Information” column this week features FPA Capital ("Clients Blame the Messenger: Oddly, investors are bailing on a prophet -- who was right," p. 36, by Jack Willoughby).

August 4, 2008 BARRON’S ONLINE - Eric Ende was the subject of the “Electronic Q&A” feature interview "Investing Off the Beaten Path: First Pacific Advisors' Eric Ende finds great stocks among a list of names that many investors are not familiar with," by John Kimelman).

July 28, 2008 BLOOMBERG TV - Tom Atteberry was the featured guest on the “Open Exchange” program ("Thomas Atteberry, a partner and investment manager at First Pacific Advisors, LLC, talks with Bloomberg's Rhonda Schaffler in New York about the outlook for the U.S. economy and housing market, the turmoil in credit markets and his investment strategy.").

July 28, 2008 TheStreet.com - FPA Crescent was covered among funds that have "achieved top records by holding big cash stakes in downturns" ("Market-Timing Isn't Taboo for All Funds," by Stan Luxenberg).

July 22, 2008 CNBC - Eric Ende appeared on CNBC's “Closing Bell” program in a segment from the New York Stock Exchange with anchor Dylan Ratigan and Sandler O'Neill chief strategist Robert Albertson ("Volatile Opportunities: Looking for opportunities in a volatile market").

July 21, 2008 FORTUNE - Bob Rodriguez appears in an update on the “Investor's Guide 2008” roundtable from the magazine's December 24 issue ("Our Roundtable Looks Ahead," p. 63, by Eugenia Levenson).

July 14, 2008 FOX BUSINESS NETWORK - Tom Atteberry appeared in an interview with anchor Brian Sullivan focusing on Fannie Mae and Freddie Mac ("The Markets: What's Next").

July 14, 2008 SOUTH FLORIDA SUN-SENTINEL - Syndicated personal-finance columnist Humberto Cruz covers FPA Crescent among funds he owns that have outperformed in the current bear market as well as in 2000-03 ("Funds That Keep the Bear at Bay," p. 3D).

July 12, 2008 WALL STREET JOURNAL - In a story on "superstar investors" "taking a real beating" from the downturn in the financial sector, FPA Capital was noted as a fund that remains in positive territory for the year ("Value Hunting's Sharpshooters Hurt As Financial Stocks Hurt Mutual Funds," p. B1, by Gregory Zuckerman and Diya Gullapalli).

July 9, 2008 TORONTO GLOBE & MAIL - “Taking Stock” columnist Brian Milner covered Steven Romick's investment outlook in a feature in the weekend edition ("Muggers lurking in the shadow banking system," p. B1).

July 9, 2008 CNBC - Tom Atteberry appeared on the “Closing Bell” program in two segments with anchor Michelle Caruso-Cabrera. Available online at www.cnbc.com.

July 6, 2008 LOS ANGELES TIMES - The bond roundup “Mutual Fund Quarterly Report” quoted from Bob Rodriguez’s "Buyer's Strike Revisited" letter ("A mixed record for bonds: Investors began taking more risk in the quarter but that shift didn't last, as economic jitters resurged," p. C-8, by Tom Petruno). Available online at www.latimes.com.

July 1, 2008 MORNINGSTAR.COM - In a story highlighting two stocks favored by "superstar" small-cap fund managers, Bob Rodriguez was included among "our favorite small-cap fund managers" whose holdings were reviewed for the feature ("The Return of Morningstar's Small-Cap Superstars," by John Owens).

July 2008 MONEY MAGAZINE - In “The Intelligent Investor,” columnist Jason Zweig names FPA among fund firms run by "owner-operators" whose "interests are aligned with yours" ("Why Pension Funds Beat Mutual Funds," p. 74).

June 28-29, 2008 CNBC.COM - Steven Romick appeared in the weekend broadcasts of the nationally syndicated program, “The Wall Street Journal Report” with Maria Bartiromo ("Dissecting the Markets, with Steven Romick of First Pacific Advisors and Nariman Behravesh of Global Insight").

June 26, 2008 MORNINGSTAR.COM - In a “Fund Spy” column, Bob Rodriguez is noted among bond-fund managers on Morningstar's early shortlist for Fixed-Income Manager of the Year ("Which Bond-Fund Managers Are Delivering in 2008?" by Scott Berry).

June 19, 2008 SMARTMONEY.COM - In a “Fund Insight” story on managers' investments in their own funds, FPA Capital was among five funds highlighted with significant manager ownership, "low fees" and "great long-term track records" ("Some Funds Stress Managers' Personal Stakes," by Rob Wherry).

June 19, 2008 MORNINGSTAR.COM - In the “Fund Spy” column, FPA is noted among families whose funds earn full Stewardship Grade credit for managers' investments in their own funds ("Does Your Fund Manager Feel Your Pain? Less than half earn credit for fund ownership in our Stewardship Grades," by Laura Lutton).

June 18, 2008 MORNINGSTAR.COM - In the “Five-Star Investor” column, FPA New Income and FPA Perennial appeared in a listing of 23 funds with top-third performance in their categories for 10 years, "reasonable expense ratios," and "managers who don't let benchmarks guide their stock-picking and sector-weighting decisions" ("These Funds Go Their Own Way: Being un-indexlike is part of their appeal," by Karin Anderson).

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.”