First Eagle Overseas' team of proven international investors, risk-sensitive and distinctive process, and solid track record earn its cheapest share class a Morningstar Analyst Rating of Silver, while the rest earn Bronze or Neutral, depending on fees.
Will FESOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of FESOX’s parent organization’s priorities and whether they’re in line with investors’ interests.