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Dividend & Tax Information

How to Invest with FPA

2021

FPA Funds 2021 Distributions

FPA Funds Dividend Calendar

Source Capital Dividend Calendar
2020

IRS Form 1099 Notice

FPA Funds 2020 Distributions

FPA Funds Dividend Calendar

Source Capital Dividend Calendar
2019

IRS Form 1099 Notice

FPA Funds 2019 Distributions

FPA Funds Dividend Calendar
2018

IRS Form 1099 Notice

Q4 FPA Funds Distributions

Q3 FPA Funds Distributions

Q2 FPA Funds Distributions

Q1 FPA Funds Distributions

FPA Funds Dividend Calendar
2017

IRS Form 1099 Notice

Q4 FPA Funds Distributions

Q3 FPA Funds Distributions

Q2 FPA Funds Distributions

Q1 FPA Funds Distributions

FPA Funds Dividend Calendar

Source Capital Federal Income Tax Information
2016

IRS Form 1099 Notice

Q4 FPA Funds Distributions

Q3 FPA Funds Distributions

Q2 FPA Funds Distributions

Q1 FPA Funds Distributions

Source Capital Federal Income Tax Information
2015

IRS Form 1099 Notice

Q4 FPA Funds Distributions

Q3 FPA Funds Distributions

Q2 FPA Funds Distributions

Q1 FPA Funds Distributions

Source Capital Federal Income Tax Information
2014

IRS Form 1099 Notice

Q4 FPA Funds Distributions

Q3 FPA Funds Distributions

Q2 FPA Funds Distributions

Q1 FPA Funds Distributions

Q1 FPA Paramount Fund Distribution
2013

IRS Form 1099 Notice

Q4 FPA Funds Distributions

Q3 FPA Funds Distributions

Q2 FPA Funds Distributions

Q1 FPA Funds Distributions
2012

IRS Form 1099 Notice

Q4 FPA Funds Distributions

Q3 FPA Funds Distributions

Q2 FPA Funds Distributions

Q1 FPA Funds Distributions
2011

IRS Form 1099 Notice

Q4 FPA Funds Distributions

Q3 FPA Funds Distributions

Q2 FPA Funds Distributions

Q1 FPA Funds Distributions

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Dividend & Tax Information
FPA Crescent Fund
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FPA Queens Road Small Cap Value Fund
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FAQs
FPA Investors
New Investors

The FPA Funds are distributed by UMB Distribution Services, LLC: UMB Fund Services 235 W Galena Street, Milwaukee, Wisconsin 53212

You should consider the Fund's investment objectives, risks, and charges and expenses carefully before you invest. The Prospectus details the Fund's objective and policies, charges, and other matters of interest to the prospective investor. Please read the Prospectus carefully before investing.

Check the background of this firm on FINRA’s Broker Check.

Investments in mutual funds carry risks and investors may lose principal value. Click here for the principal risks of investing in the Funds. Please read the prospectus carefully before investing as it explains the risks associated with investing in equity and fixed income mutual funds.

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