FIORX Mutual Fund

NAV$24.87

Fund Essentials

Net Assets
$5M
Expense Ratio
1.01%
Dividend Yield (Current)
1.62%
Holdings
174
Inception Date
Jan 17, 2018
Fund Family
First Eagle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+0.57%
1 Year+2.84%
3 Year+0.36%
5 Year+3.02%

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)
1.62%
Frequency
Annually
Latest Distribution
$1.49
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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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FIORX Mutual Fund Overview

FIORX Mutual Fund (First Eagle Overseas Fund Class R4) is managed by First Eagle Investments with $5.3M in net assets. FIORX expense ratio is 1.01%, holding 174 positions across various sectors. Inception date: 2018-01-17.

FIORX performance shows a YTD return of 0.57%. The 1-year return is 2.84% and the 5-year return is 3.02%. FIORX dividend yield stands at 1.62%, paid annually.

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

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