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Morningstar

First Eagle Gold A SGGDX

Morningstar Analyst Rating
Quantitative rating as of | See First Eagle Investment Hub
  • NAV / 1-Day Return 24.63  /  2.34 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Equity Precious Metals
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 18%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SGGDX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin First Eagle Gold A's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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