FEBRX Mutual Fund

FEBRX Mutual Fund (First Eagle Global Balanced Fund Class R6) is managed by First Eagle Investments with $145.7M in net assets. FEBRX expense ratio is 0.84%, holding 237 positions across sectors including Financials, Consumer Staples, Energy. Inception date: 2017-03-01.

FEBRX performance shows a YTD return of 9.35%. The 1-year return is 22.35% and the 5-year return is 9.46%. FEBRX dividend yield stands at 3.68%, paid monthly.

FEBRX top holdings include Overlook Park Metropolitan District Limited Tax General Obligation Bonds 7.25 12/01/2053 (8.9%), British American Tobacco P.l.c (3.2%), Jardine Matheson Holdings Limited Ordinary Shares (2.6%), Becton Dickinson And Co. (2.1%), Unilever PLC (2.1%). Go to all FEBRX holdings, FEBRX sectors, or FEBRX dividends.

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