FEBAX Mutual Fund

FEBAX Mutual Fund (First Eagle Global Balanced Fund Class A) is managed by First Eagle Investments with $1.05B 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 9.11%. FEBAX dividend yield stands at 3.43%, paid monthly.

FEBAX top holdings include Gold Bullion (8.9%), British American Tobacco P.l.c (3.2%), Jardine Matheson Holdings Limited Ordinary Shares (2.6%), Becton, Dickinson And Company (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.