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Morningstar

First Eagle Overseas C FESOX

Morningstar Medalist Rating
Medalist Rating as of | See First Eagle Investment Hub
  • NAV / 1-Day Return 23.46  /  −0.26 %
  • Total Assets 12.4 Bil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.880%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.92%
  • Turnover 4%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FESOX

Will FESOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FESOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FESOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FESOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Disciplined to its defensiveness.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

With a breadth of expertise among its team and a risk-aware approach, First Eagle Overseas provides appealing conservative international equity exposure.

by Chris Tate
Rated on Published on

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Portfolio Holdings FESOX

More FESOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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