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FPAGFPA Global Equity ETF

Grow my money#953 of 2944 for Grow my money

Seeks long-term growth of principal and income.

FPA · Since 2021 (4 years)

Annual Cost

0.49%

#2226 out of 5,332 ETFs

Fund Size

$387M

#1637 out of 5,332 ETFs

Dividend Yield

1.56%

Track Record

4 years

#2644 out of 5,332 ETFs

Performance

1 Year

+31.2%

3 Years

+22.1%

5 Years

N/A

What's inside

Asset class
Strategy
index tracking
Cap
multi cap

Asset allocation

Stocks
97.9%
Cash
2.1%

Sector breakdown

Communication
16.8%
Basic Materials
14.9%
Healthcare
12.4%
Consumer Defensive
12.0%
Industrials
11.4%
Technology
11.3%
Consumer Cyclical
10.2%
Financial Services
8.8%
Other
2.1%

Top holdings

Analog Devices IncADI4.2%
Alphabet Inc Class CGOOG4.1%
International Flavors & Fragrances IncIFF3.8%
JDE Peet's NV Ordinary SharesJDEP.AS3.8%
Heineken Holding NVHEIO.AS3.7%
Citigroup IncC3.7%
Comcast Corp Class ACMCSA3.5%
Glencore PLCGLEN.L3.4%
Meta Platforms Inc Class AMETA3.3%
Becton Dickinson & CoBDX3.1%

Risk profile

Volatility (1Y)

14.7%

Moderate

Max drawdown

-28.4%

Worst peak-to-trough loss

Sharpe (3Y)

1.09

Excellent risk-adjusted returns

Sortino (3Y)

1.64

Good downside protection

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Data updated on 2026-05-05