FEMAX Mutual Fund

FEMAX Mutual Fund (First Eagle US Smid Cap Opportunity Fund Class A) is managed by First Eagle Investments with $6.6M in net assets. FEMAX expense ratio is 1.20%, holding 91 positions across sectors including Industrials, Financials, Health Care. Inception date: 2022-08-15.

FEMAX performance shows a YTD return of 22.94%. The 1-year return is 28.95%. FEMAX dividend yield stands at 0.09%, paid annually.

FEMAX top holdings include Jpmorgan US Government Money Market Fund (7.3%), Tenet Healthcare Corp Common Stock Usd 0.05 (2.1%), Merit Medical Systems Inc (1.9%), Matador Resources Co (1.9%), Hollyfrontier (1.9%). Go to all FEMAX holdings, FEMAX sectors, or FEMAX dividends.

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