First Eagle Global's unusual, conservative approach in a capable team's hands earns most share classes Morningstar Analyst Ratings of Silver or Bronze, though one expensive option gets Neutral.
First Eagle Global A SGENX
NAV / 1-Day Return
61.72
/
0.42
%
Total Assets
46.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.110%
Expense Ratio
1.110%
Fee Level
Below Average
Longest Manager Tenure
12.48
years
Category
World Allocation
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
—Status
Open
TTM Yield
0.81%
Turnover
11%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will SGENX 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 SGENX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the SGENX 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 SGENX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Atypical and effective.
