EARGX Mutual Fund

NAV$63.31

Fund Essentials

Net Assets
$13M
Expense Ratio
1.20%
Dividend Yield (Current)
1.37%
Holdings
233
Inception Date
May 1, 2018
Fund Family
First Eagle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+0.96%
1 Year+3.89%
3 Year+2.43%
5 Year+6.14%

Asset Allocation

Stocks: 84.26%
Bonds: 4.57%
Cash: 0.15%
Other: 11.02%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.37%
Frequency
Annually
Latest Distribution
$3.85
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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EARGX Mutual Fund Overview

EARGX Mutual Fund (First Eagle Global Fund Class R3) is managed by First Eagle Investments with $13.4M in net assets. EARGX expense ratio is 1.20%, holding 233 positions across various sectors. Inception date: 2018-05-01.

EARGX performance shows a YTD return of 0.96%. The 1-year return is 3.89% and the 5-year return is 6.14%. EARGX dividend yield stands at 1.37%, paid annually.

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

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