FEVAX Rating, Research - First Eagle Us Value A

First Eagle Us Value A (fevax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 73

Threats + Weaknesses = 48

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fevax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

First Eagle Us Value A (FEVAX) Description: FEVAX is a mutual fund, which is an investment that owns a basket of assets. The FEVAX mutual fund was provided by First Eagle and this investment vehicle derives the majority of its value from equity holdings (stocks). First Eagles mutual fund has a medium management tenure and is in the large fund size classification. FEVAXs minimum initial investment amount is $2500 while the IRA minimum is $1000. FEVAXs expense ratio is roughly 1%. The latest FEVAXs front end load was 5% and the back end load was 0%. The First Eagle Us Value A (FEVAX) mutual fund falls under the large-cap mixed category. FEVAX focuses its investments in USA and FEVAX is not affiliated with a particular industry or fund sector. The First Eagle Us Value A (FEVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FEVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FEVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide long-term growth of capital. The fund invests primarily in common stocks (see stock research), but may invest to a lesser extent in fixed income securities of any maturity. It may invest in U.S. and foreign stocks (see stock research) and American Depositary Receipts (ADRs), including those in emerging markets. The fund may invest in stocks (see stock research) of small, large, or mid-size companies. In the fixed income portion of the portfolio, the Advisor invests primarily in investment grade securities and typically focuses on fixed income securities with maturities of 7 to 12 years, but may invest in securities of any maturity.

Management Analysis Update

Performance Analysis Update