FEROX Mutual Fund

NAV$24.85

Fund Essentials

Net Assets
$44,100.07
Expense Ratio
1.17%
Dividend Yield (Current)
1.88%
Holdings
174
Inception Date
Mar 11, 2019
Fund Family
First Eagle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+0.57%
1 Year+2.82%
3 Year+0.33%
5 Year+2.88%

Asset Allocation

Stocks: 84.87%
Bonds: 4.72%
Cash: 0.53%
Other: 9.87%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.88%
Frequency
Annually
Latest Distribution
$1.47
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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FEROX Mutual Fund Overview

FEROX Mutual Fund (First Eagle Overseas Fund Class R5) is managed by First Eagle Investments with $44,100.07 in net assets. FEROX expense ratio is 1.17%, holding 174 positions across various sectors. Inception date: 2019-03-11.

FEROX performance shows a YTD return of 0.57%. The 1-year return is 2.82% and the 5-year return is 2.88%. FEROX dividend yield stands at 1.88%, paid annually.

FEROX top holdings include a diversified portfolio. View all FEROX holdings, sector breakdown, or dividend history.

FEROX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FEROX alternatives are available via the screener, along with tax-loss harvesting opportunities.