FPA New Income, Inc.

FPA New Income, Inc. is a registered fund series of FPA NEW INCOME INC (series S000010870). Net assets $8.0B as of 2023-06-30.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
United States Treasury$337.6M424.56%
United States Treasury$280.0M352.04%
United States Treasury$121.8M153.13%
Fortress Credit Opportunities CLO LLC$115.4M145.11%
Cerberus$112.4M141.30%
VCP CLO Ltd$100.0M125.80%
PFS Financing Corp.$99.6M125.27%
Kubota Credit Owner Trust$84.0M105.58%
Golub Capital Partners Funding$83.7M105.22%
Owl Rock Technology Financing$83.1M104.56%
FHLMC Multifamily Structured Pass Through Certs.$81.7M102.73%
Brightwood Capital MM CLO 2021-2 Ltd$81.4M102.30%
FHLMC Multifamily Structured Pass Through Certs.$75.2M94.57%
Verizon Master Trust$75.0M94.27%
PFS Financing Corp.$74.4M93.55%

Net asset history

Report dateNet assets
2023-06-30$8.0B
2023-03-31$8.5B
2022-12-31$8.5B
2022-09-30$9.5B
2022-06-30$10.1B
2022-03-31$11.0B
2021-12-31$11.5B
2021-09-30$11.9B

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