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  1. View the quarterly Tax and Distribution information for your FPA Fund investments here.

  2. fpa.com › funds › performancePerformance - FPA

    30 wrz 2024 · Fund performance is calculated on a total return basis which includes reinvestment of all distributions. Fund performance does not reflect the deduction of taxes that a shareholder would pay on Fund distributions or the redemption of Fund shares, which would lower these figures.

  3. fpa.com › tax-dividend-info › 2024-fpa-funds-dividend-distributions-worksheetFPA Funds 2024 Distributions

    Distributions may include the net income from dividends and interest earned by fund securities, net capital gains, or in certain cases it may include a return of capital. The Fund may also pay a special

  4. 3 dni temu · Fund performance is calculated on a total return basis which includes reinvestment of all distributions. Fund performance does not reflect the deduction of taxes that a shareholder would pay on Fund distributions or the redemption of Fund shares, which would lower these figures.

  5. 31 sie 2024 · FPFRX - FPA Crescent Fund Investor - Review the FPFRX stock price, growth, performance, sustainability and more to help you make the best investments.

  6. Systematic Withdrawal Plan (SWP) Calculator enables you to measure how much you can earn on an interval (monthly, quarterly, or annually) from a lump sum investment over a mutual fund. Let's take as an example, you have a lump sum amount of around 50 lakh, and you expect to generate a regular income of 60 thousand by the amount per month.

  7. SWP Calculator - Use ClearTax Systematic Withdrawal Plan (SWP) calculator to check how much amount you can withdraw every month and what will be the final value of the investment after a specified tenure.

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