FERFX Mutual Fund

FERFX Mutual Fund

NAV$24.30
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Fund Essentials

Net Assets
$13,178.23
Expense Ratio
0.65%
Dividend Yield (Current)
0.35%
Holdings
39
Inception Date
Jul 29, 2019
Fund Family
First Eagle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD-1.02%
1 Year+3.75%
3 Year+1.10%

Asset Allocation

Stocks: 98.61%
Bonds: 0.86%
Cash: 0.53%
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Dividend Summary

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Dividend Yield (Current)
0.35%
Frequency
Quarterly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FERFX Mutual Fund Overview

FERFX Mutual Fund (First Eagle Fund of America Class R5) is managed by First Eagle Investments with $13,178.23 in net assets. FERFX expense ratio is 0.65%, holding 39 positions across various sectors. Inception date: 2019-07-29.

FERFX performance shows a YTD return of -1.02%. The 1-year return is 3.75%. FERFX dividend yield stands at 0.35%, paid quarterly.

FERFX top holdings include a diversified portfolio. Go to all FERFX holdings, FERFX sectors, or FERFX dividends.

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