10 Solid Value Stocks That FPA Crescent Fund Holds
By MyPlanIQ : FPA Crescent Fund (FPACX) is a moderate risk fund that invests in both domestic and international stocks. Manager Steve Romick is a well knowned value investor with expertise in long and short positions across a company's capital structure. The FPA Crescent Fund, which he started in 1993, was ranked by Lipper on December 31, 2004 as the number one balanced fund for the 3, 5 and 10 years periods out of 446, 368 and 162 funds, respectively, in that category. The fund has a five-star rating by Morningstar. Investors can learn a lot from the fund's stock picks. The following are the top ten holdings from the Crescent fund: Top 10 Holdings (28.83% of Total Assets) Company Symbol % Assets Aon Corporation Common Stock AON 4.32 CVS Caremark Corporation Common CVS 3.86 Wal-Mart Stores, Inc. Common St WMT 3.73 Microsoft Corporation MSFT 2.97 Covidien plc. Ordinary Shares ( COV 2.93 Complete Story »
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