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First Eagle US Value A FEVAX Fund Analysis

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

Morningstar’s Analysis FEVAX

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

  • People Pillar

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

Sensible but not a standout.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Though First Eagle US Value has the backing of an accomplished team, its risk-aware approach doesn’t utilize its breadth of expertise as well, given that it is limited to US equities.

by Chris Tate
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