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First Eagle Small Cap Opportunity R6 FESRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See First Eagle Investment Hub

Morningstar’s Analysis FESRX

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

  • People Pillar

    The People Pillar is our evaluation of the FESRX 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 FESRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Unconventional.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

First Eagle Small Cap Opportunity’s close-knit team takes a unique albeit volatile approach to small-cap investing and does it well.

by Chris Tate
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