EABRX Mutual Fund

NAV$12.51

Fund Essentials

Net Assets
$12,280.96
Expense Ratio
1.17%
Dividend Yield (Current)
0.74%
Holdings
237
Inception Date
Jul 29, 2019
Fund Family
First Eagle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-0.79%
1 Year+0.65%
3 Year+1.15%

Asset Allocation

Stocks: 66.27%
Bonds: 24.25%
Cash: 0.46%
Other: 9.03%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.74%
Frequency
Monthly
Latest Distribution
$0.18
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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EABRX Mutual Fund Overview

EABRX Mutual Fund (First Eagle Global Balanced Fund Class R5) is managed by First Eagle Investments with $12,280.96 in net assets. EABRX expense ratio is 1.17%, holding 237 positions across various sectors. Inception date: 2019-07-29.

EABRX performance shows a YTD return of -0.79%. The 1-year return is 0.65%. EABRX dividend yield stands at 0.74%, paid monthly.

EABRX top holdings include a diversified portfolio. View all EABRX holdings, sector breakdown, or dividend history.

EABRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EABRX alternatives are available via the screener, along with tax-loss harvesting opportunities.