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First Eagle U.S. SMID Cap Opportunity I (FESMX)

10.25
+0.03
+(0.29%)
At close: 8:00:44 PM EDT
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  • Previous Close 10.22
  • YTD Return -8.71%
  • Expense Ratio 0.95%
  • Category Small Blend
  • Last Cap Gain 18.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 47.65M
  • Beta (5Y Monthly) --
  • Yield 0.63%
  • 5y Average Return --
  • Holdings Turnover 26.23%
  • Last Dividend 0.07
  • Inception Date Aug 15, 2022

The fund invests, under normal circumstances, in equity securities of small- and mid-cap (“smid 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 (e.g., common stocks, warrants, rights and preferred stocks) of U.S. smid cap companies.

First Eagle

Fund Family

Small Blend

Fund Category

47.65M

Net Assets

2022-08-15

Inception Date

Performance Overview: FESMX

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

YTD Return

FESMX
8.71%
Category
20.19%
 

1-Year Return

FESMX
6.09%
Category
60.18%
 

3-Year Return

FESMX
0.00%
Category
11.32%
 

5-Year Return

FESMX
0.00%
Category
13.88%
 

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Holdings: FESMX

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Sector Weightings

SectorFESMX
Industrials   23.67%
Healthcare   18.16%
Technology   10.52%
Energy   6.07%
Utilities   1.31%
Real Estate   0.00%

Recent News: FESMX

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Research Reports: FESMX

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