First Eagle Us Value C (fevcx)
Last Updated by WikiWealth | Update This Page Now
►Summary | Add New Mutual Fund | Feedback
Asset Allocation (% of Port)
US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
First Eagle Us Value C (FEVCX) Description: FEVCX is a mutual fund, which is an investment that owns a basket of assets. The FEVCX 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 average fund size classification. FEVCXs minimum initial investment amount is $2500 while the IRA minimum is $1000. FEVCXs expense ratio is roughly 2%. The latest FEVCXs front end load was 0% and the back end load was 0%. The First Eagle Us Value C (FEVCX) mutual fund falls under the large-cap mixed category. FEVCX focuses its investments in USA and FEVCX is not affiliated with a particular industry or fund sector. The First Eagle Us Value C (FEVCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FEVCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FEVCXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks growth of capital and of income. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks (see stock research) of large U.S. companies that are similar in size to the companies in the S&P 500 Index and that the portfolio management consider to be "blue chip" companies. While the fund invests mainly in U.S. common stocks (see stock research), it could invest up to 20% of net assets in foreign securities. The fund may also invest in other types of equity securities (see equity research) such as preferred stocks (see stock research) or convertible securities.
Post preview:
Close preview