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Morningstar

First Eagle Global A SGENX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 61.93  /  0.19 %
  • Total Assets 48.1 Bil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.09%
  • Turnover 11%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SGENX

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.

Playing to its strengths.

Associate Director

Summary

| by Christopher Franz

First Eagle Global’s experienced investment team sticks to its distinctive approach, earning most share classes Morningstar Analyst Ratings of Silver or Bronze, with a pricier share class rated Neutral.

Unlock our full analysis with Morningstar Investor