FBRRX Mutual Fund

NAV$12.55

Fund Essentials

Net Assets
$63,413.59
Expense Ratio
1.33%
Dividend Yield (Current)
0.58%
Holdings
237
Inception Date
May 1, 2018
Fund Family
First Eagle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.79%
1 Year+0.49%
3 Year+0.74%
5 Year+4.12%

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)
0.58%
Frequency
Monthly
Latest Distribution
$0.16
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how FBRRX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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FBRRX Mutual Fund Overview

FBRRX Mutual Fund (First Eagle Global Balanced Fund Class R3) is managed by First Eagle Investments with $63,413.59 in net assets. FBRRX expense ratio is 1.33%, holding 237 positions across various sectors. Inception date: 2018-05-01.

FBRRX performance shows a YTD return of -0.79%. The 1-year return is 0.49% and the 5-year return is 4.12%. FBRRX dividend yield stands at 0.58%, paid monthly.

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

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