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Morningstar

First Eagle Global C FESGX

Morningstar Medalist Rating
Medalist Rating as of | See First Eagle Investment Hub
  • NAV / 1-Day Return 62.57  /  +0.06 %
  • Total Assets 51.1 Bil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.47%
  • Turnover 6%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FESGX

Will FESGX 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 FESGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FESGX 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 FESGX’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 Global provides appealing conservative global equity exposure.

by Chris Tate
Rated on Published on

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Portfolio Holdings FESGX

More FESGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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