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Morningstar

First Eagle Global I SGIIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 62.85  /  0.79 %
  • Total Assets 48.1 Bil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.35%
  • Turnover 11%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:27 PM GMT+00:00

Morningstar’s Analysis SGIIX

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

People Pillar

The People Pillar is our evaluation of the SGIIX 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 SGIIX’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.

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