FEBIX Mutual Fund

FEBIX Mutual Fund (First Eagle Global Balanced Fund Class I) is managed by First Eagle Investments with $1.40B in net assets. FEBIX expense ratio is 0.91%, holding 237 positions across sectors including Financials, Consumer Staples, Energy. Inception date: 2012-05-01.

FEBIX performance shows a YTD return of 9.36%. The 1-year return is 22.30% and the 5-year return is 9.38%. FEBIX dividend yield stands at 3.62%, paid monthly.

FEBIX top holdings include Union Promenade Project Infrastructure Charges Assessment Bonds Series 2022D 5.75 12/01/2052 (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 FEBIX holdings, FEBIX sectors, or FEBIX dividends.

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