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Fund |
| Fund name: First Eagle Fund of America Y
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| Symbol: FEAFX
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Portfolio contains these types of investments:
Amgen - General Dynamics - Saint Jude Medical - Bausch & Lomb - Comdisco - Genzyme-General Division - NCR - L-3 Comms Hldgs - News ADR Pfd - Harris
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| Minimum Investment: $2,500
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| 1-Year Profit Projection: N/A
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Brief fund description:
First Eagle Fund of America - Class Y seeks capital appreciation. The fund normally invests at least 65% of assets in equity securities, including common stocks, preferred stocks, convertibles, and warrants. The advisor seeks securities that are undervalued in their respective trading markets relative to the issuers' overall financial and managerial strength. The fund may invest in special situations, such as companies involved in mergers, liquidations, or reorganizations. It may invest up to 10% of assets in foreign securities. The fund may also invest in debt rated as low as D. The fund is nondiversified. The fund offers Class A, C and Y shares.
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Expenses
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| Annual expense ratio: 1.50
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: N/A
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Performance
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| Performance 3 Months: 2.51
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| Performance Year to Date: -2.7
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| Performance 12 Months: -0.8
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| Performance 3 Years: 12.2
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| Performance 5 Years: 18.7
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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