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Morningstar

First Eagle Overseas I SGOIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 24.65  /  0.49 %
  • Total Assets 12.6 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.35%
  • Turnover 9%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SGOIX

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

People Pillar

The People Pillar is our evaluation of the SGOIX 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 SGOIX’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 Overseas’ experienced investment team sticks to its distinctive approach, earning the strategy’s cheapest share classes Morningstar Analyst Ratings of Silver while the rest earn Bronze or Neutral, depending on fees.

Unlock our full analysis with Morningstar Investor