First Eagle Overseas Fund (SGOIX) Research

This fund primarily aims to invest in the shares of companies based outside the United States. Its focus is predominantly on firms listed in well-established, developed markets, such as Japan, Germany, and France. However, it also retains the flexibility to seek investment opportunities in countries with evolving economies. A core principle is that a minimum of 80% of its net assets (including any capital borrowed for investment) must be committed to international securities. This 80% allocation also incorporates the value of appropriate derivative instruments. For valuation purposes, every position, including derivatives, is assessed according to its recorded book price.

Market snapshot

Symbol
SGOIX
Price
$33.98
Day change
+0.44%
Market cap
$17.5B
52-week range
28.9-35.69
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Causeway International Value Fund (CIVVX)
  • Dodge & Cox Balanced Fund (DODBX)
  • Janus Henderson Forty Fund (JARTX)
  • T. Rowe Price International Stock (PRITX)
  • Columbia Contrarian Core Fund (SMGIX)
  • T. Rowe Price Mid-Cap Value Fund (TRMCX)
  • Vanguard Financials ETF (VFH)

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