FERVX Mutual Fund

FERVX Mutual Fund

NAV$19.59
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Fund Essentials

Net Assets
$85,156.65
Expense Ratio
0.97%
Dividend Yield (Current)
1.38%
Holdings
83
Inception Date
Jul 29, 2019
Fund Family
First Eagle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+0.67%
1 Year+5.42%
3 Year+4.28%

Asset Allocation

Stocks: 78.60%
Bonds: 7.74%
Cash: 0.64%
Other: 13.02%
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Dividend Summary

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Dividend Yield (Current)
1.38%
Frequency
Annually
Latest Distribution
$1.89
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Peer Comparison

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

FERVX Mutual Fund Overview

FERVX Mutual Fund (First Eagle US Fund Class R5) is managed by First Eagle Investments with $85,156.65 in net assets. FERVX expense ratio is 0.97%, holding 83 positions across various sectors. Inception date: 2019-07-29.

FERVX performance shows a YTD return of 0.67%. The 1-year return is 5.42%. FERVX dividend yield stands at 1.38%, paid annually.

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

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