Morningstar

First Eagle US Value I FEVIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See First Eagle Investment Hub

Morningstar’s Analysis FEVIX

Will FEVIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FEVIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FEVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FEVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Sensible but not a standout.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Though First Eagle US Value has the backing of an accomplished team, its risk-aware approach doesn’t utilize its breadth of expertise as well, given that it is limited to US equities.

by Chris Tate
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center