FEMAX Mutual Fund

FEMAX Mutual Fund (First Eagle US Smid Cap Opportunity Fund Class A) is managed by First Eagle Investments with $6.9M in net assets. FEMAX expense ratio is 1.20%, holding 71 positions across sectors including Industrials, Health Care, Financials. Inception date: 2022-08-15.

FEMAX performance shows a YTD return of 23.58%. The 1-year return is 32.85%. FEMAX dividend yield stands at 0.09%, paid annually.

FEMAX top holdings include Jpmorgan US Government Money Market Fund (7.4%), Tenet Healthcare Corp Common Stock Usd 0.05 (2.1%), Merit Medical Systems Inc (1.9%), Teradata Corporation (1.8%), Caredx Inc (1.8%). 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.