First Eagle U.S. Value Fund (FEVIX) Research

Typically, at least 80% of the fund's net assets (including any capital obtained through borrowing for investment) are allocated to U.S.-based stocks and bonds. A smaller portion of the portfolio may also be directed towards non-U.S. securities. The fund maintains the flexibility to invest in companies of any size, from large corporations to mid-sized and smaller enterprises. Its permissible debt holdings encompass a variety of fixed income securities, with no constraints based on credit quality or time until maturity, alongside various short-term debt instruments.

Market snapshot

Symbol
FEVIX
Price
$24.18
Day change
-0.45%
Market cap
$1.6B
52-week range
22.78-25.92
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Champlain Small Company Fund (CIPSX)
  • Congress Small Cap Growth Fund (CSMVX)
  • Goldman Sachs MLP Energy Infrastructure Fund (GLPIX)
  • BlackRock Corporate High Yield Fund, Inc. (HYT)
  • Transamerica Capital Growth Fund (ILLLX)
  • Nationwide Geneva Small Cap Growth Fund (NWKCX)
  • Royce Small-Cap Opportunity Fund (RYPNX)
  • Royce Premier Fund (RYPRX)

Open First Eagle U.S. Value Fund (FEVIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.