First Eagle Overseas' team of proven international investors, risk-sensitive and distinctive process, and solid track record earn its cheapest share class a Morningstar Analyst Rating of Silver, while the rest earn Bronze or Neutral, depending on fees.
First Eagle Overseas I SGOIX
NAV / 1-Day Return
26.84
/
0.26
%
Total Assets
14.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.870%
Expense Ratio
0.870%
Fee Level
Average
Longest Manager Tenure
13.22
years
Category
Foreign Large Blend
Investment Style
Large ValueMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.45%
Turnover
13%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will SGOIX 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 SGOIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the SGOIX 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 SGOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Plays to this team's strengths.
