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First Eagle Small Cap Opportunity I (FESCX)

8.94
-0.07
(-0.78%)
At close: 8:00:44 PM EDT
Loading Chart for FESCX
  • Previous Close 9.01
  • YTD Return -9.57%
  • Expense Ratio 1.01%
  • Category Small Value
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 1.59B
  • Beta (5Y Monthly) 1.27
  • Yield 1.72%
  • 5y Average Return --
  • Holdings Turnover 45.67%
  • Last Dividend 0.16
  • Inception Date Apr 27, 2021

The fund invests, under normal circumstances, in equity securities of small- and micro-cap companies in an attempt to take advantage of what the Adviser believes are opportunistic situations for undervalued securities. Normally, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of small-cap companies. In certain market environments, the fund may invest up to 10% of its net assets in securities of foreign issuers.

First Eagle

Fund Family

Small Value

Fund Category

1.59B

Net Assets

2021-04-27

Inception Date

Performance Overview: FESCX

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Trailing returns as of 4/28/2025. Category is Small Value.

YTD Return

FESCX
9.57%
Category
26.79%
 

1-Year Return

FESCX
8.43%
Category
71.02%
 

3-Year Return

FESCX
0.90%
Category
9.35%
 

5-Year Return

FESCX
0.00%
Category
12.17%
 

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Holdings: FESCX

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Sector Weightings

SectorFESCX
Industrials   22.03%
Technology   14.41%
Healthcare   10.37%
Energy   9.18%
Real Estate   4.81%
Utilities   1.59%

Recent News: FESCX

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Research Reports: FESCX

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