EAROX Mutual Fund

NAV$24.79

Fund Essentials

Net Assets
$439,895.3
Expense Ratio
1.40%
Dividend Yield (Current)
1.46%
Holdings
174
Inception Date
May 1, 2018
Fund Family
First Eagle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+0.49%
1 Year+2.47%
3 Year+0.05%
5 Year+3.36%

Asset Allocation

Stocks: 84.87%
Bonds: 4.72%
Cash: 0.53%
Other: 9.87%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 174 holdings for EAROX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
1.46%
Frequency
Annually
Latest Distribution
$1.42
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how EAROX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

EAROX Mutual Fund Overview

EAROX Mutual Fund (First Eagle Overseas Fund Class R3) is managed by First Eagle Investments with $439,895.3 in net assets. EAROX expense ratio is 1.40%, holding 174 positions across various sectors. Inception date: 2018-05-01.

EAROX performance shows a YTD return of 0.49%. The 1-year return is 2.47% and the 5-year return is 3.36%. EAROX dividend yield stands at 1.46%, paid annually.

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

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