EARVX Mutual Fund

NAV$19.64

Fund Essentials

Net Assets
$77,006.09
Expense Ratio
1.29%
Dividend Yield (Current)
0.91%
Holdings
83
Inception Date
May 1, 2018
Fund Family
First Eagle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+0.82%
1 Year+5.19%
3 Year+3.97%
5 Year+7.35%

Asset Allocation

Stocks: 78.60%
Bonds: 7.74%
Cash: 0.64%
Other: 13.02%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.91%
Frequency
Annually
Latest Distribution
$1.84
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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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Category rank, peer-average returns and outperformance, updated daily.
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EARVX Mutual Fund Overview

EARVX Mutual Fund (First Eagle US Value Fund Class R3) is managed by First Eagle Investments with $77,006.09 in net assets. EARVX expense ratio is 1.29%, holding 83 positions across various sectors. Inception date: 2018-05-01.

EARVX performance shows a YTD return of 0.82%. The 1-year return is 5.19% and the 5-year return is 7.35%. EARVX dividend yield stands at 0.91%, paid annually.

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

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