First Eagle Mutual Funds
First Eagle Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 9 of 9 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
First Eagle Global A | SGENX | Global Allocation | 18.32% | 2 | 1.100% | Average | Front Load | $2,500 | ||
First Eagle Global I | SGIIX | Global Allocation | 18.54% | 2 | 0.860% | Average | Institutional | $1.0 Mil | ||
First Eagle Global R6 | FEGRX | Global Allocation | 18.60% | 2 | 0.790% | Average | Retirement, Large | $0 | ||
First Eagle Gold A | SGGDX | Equity Precious Metals | 24.82% | 82 | 1.190% | Below Average | Front Load | $2,500 | ||
First Eagle Gold C | FEGOX | Equity Precious Metals | 24.13% | 83 | 1.920% | Below Average | Level Load | $2,500 | ||
First Eagle Gold I | FEGIX | Equity Precious Metals | 25.02% | 81 | 0.940% | Average | Institutional | $1.0 Mil | ||
First Eagle Gold R6 | FEURX | Equity Precious Metals | 25.12% | 79 | 0.850% | Average | Retirement, Large | $0 | ||
First Eagle US Value I | FEVIX | Moderately Aggressive Allocation | 20.27% | 2 | 0.910% | Above Average | Institutional | $1.0 Mil | ||
First Eagle US Value R6 | FEVRX | Moderately Aggressive Allocation | 20.27% | 2 | 0.840% | High | Retirement, Large | $0 |
First Eagle Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank