First Eagle Small Cap Opportunity might be a young fund, but its team and approach are time-tested. Accordingly, the fund’s two cheaper share classes earn Morningstar Analyst Ratings of Silver, with a third at Bronze.
Morningstar’s Fund Analysis FESRX
Will FESRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FESRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FESRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FESRX’s parent organization’s priorities and whether they’re in line with investors’ interests.