FEBAX Mutual Fund

FEBAX Mutual Fund (First Eagle Global Balanced Fund Class A) is managed by First Eagle Investments with $1.04B in net assets. FEBAX expense ratio is 1.12%, holding 237 positions across sectors including Financials, Consumer Staples, Energy. Inception date: 2012-05-01.

FEBAX performance shows a YTD return of 9.17%. The 1-year return is 22.02% and the 5-year return is 9.29%. FEBAX dividend yield stands at 3.43%, paid monthly.

FEBAX top holdings include Rede D'Or Finance Sarl 4.95% 2028-01-17 (8.9%), British American Tobacco Plc Common Stock GBP 25 (3.2%), Jardine Matheson Holdings Ltd. Shs (2.6%), Becton Dickinson And Co. (2.1%), Unilever PLC (2.1%). Go to all FEBAX holdings, FEBAX sectors, or FEBAX dividends.

FEBAX can be compared against other funds. Use FEBAX overlap to find shared positions, or FEBAX vs another fund for a side-by-side view. FEBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.