FESMX Mutual Fund (First Eagle US Smid Cap Opportunity Fund Class I) is managed by First Eagle Investments with $100.2M in net assets. FESMX expense ratio is 0.95%, holding 71 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2022-08-15.

FESMX performance shows a YTD return of 30.37%. The 1-year return is 45.77%. FESMX dividend yield stands at 0.31%, paid annually.

FESMX top holdings include JPMorgan US Government Money Market Fund (2.9%), Cardinal Health Inc. (2.7%), Webster Financial Corp (2.5%), Onto Innovation Inc (2.5%), Evercore Inc Cl A (2.5%). View all FESMX holdings, sector breakdown, or dividend history.

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