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First Eagle Global A (SGENX) Fund Ranking and Research

Ranking, Research and Recommendation of First Eagle Global A (SGENX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of First Eagle Global A Fund (SGENX) ManagerFund Manager - Matthew McLennan

Fund Manager Information

Fund Manager Tenure: 9.2 years
Fund Family: First Eagle
Fund Category: World Allocation
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Honorable Mentioning: US News (2011),
McLennan joined First Eagle Investment Management, LLC in September 2008 as a Senior Vice President and head of the Global Value team. Most recently, Matt worked for Goldman Sachs Asset Management (GSAM) in London where he served as Co-Portfolio Manager of Global Equity Partners, a group he founded in 2003 that ran a focused global equity portfolio for offshore private wealth clients. Matt started his career with Queensland Investment Corporation (Australia) in 1991, where he eventually managed over one billion dollars in international equity portfolios.  Get more insights on Matthew McLennan

 

Graph of First Eagle Global A Fund (SGENX) ProfileFirst Eagle Global A Fund (SGENX) Profile

Fund Profile and Description

First Eagle Global A Fund seeks long-term growth of capital by investing in a range of asset classes from markets in the United States and throughout the world. First Eagle Global A Fund invests its assets primarily in common stocks of U.S. and foreign companies. It may invest in any size company. Approximately 40% or more of the fund's total assets will be allocated to foreign investments (unless market conditions are not deemed favorable by the fund, in which case the fund expects to invest at least 30% of total assets in foreign investments).

 

First Eagle Global A (SGENX) Fund Strength What we like about First Eagle Global A (SGENX) Fund

Data for First Eagle Global A Fund (SGENX) as of May 30, 2016

  • First Eagle Global A Fund (SGENX) management has been with First Eagle Global A Fund for 9.2 years
  • First Eagle Global A Fund (SGENX) has good short-term performance (1-year return 0.91% vs -4.40% World Allocation category median performance)
  • First Eagle Global A Fund (SGENX) has good mid-term performance (3-year return 5.50% vs 2.81% World Allocation category median performance)
  • First Eagle Global A Fund (SGENX) has good Long-term performance (5-year return 5.86% vs 3.40% World Allocation category median performance)
  • First Eagle Global A Fund (SGENX) ratio of up-years vs down years is greater than 2
  • First Eagle Global A Fund (SGENX) has a Morningstar rating of 4 and above
  • Asset base in First Eagle Global A Fund (SGENX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • First Eagle Global A Fund (SGENX) has an annual stock turnover rate of 11.28% vs World Allocation average of 877.79%. It is good that First Eagle Global A management does not trade extensively for its return.
  • First Eagle Global A Fund (SGENX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.58, lower than category average of 8.6

First Eagle Global A Fund (SGENX) Weakness What we are cautious about First Eagle Global A (SGENX) Fund

Data for First Eagle Global A Fund (SGENX) as of May 30, 2016

  • First Eagle Global A Fund (SGENX) has a higher expense ratio of 1.11% than its World Allocation average of 1.07%
  • First Eagle Global A Fund (SGENX) carries a 5% load
See First Eagle Global A Fund (SGENX) performance details as of May 30, 2016

 

What do you think?

 

Compare First Eagle Global A Fund (SGENX)Compare with other top World Allocation category mutual funds

Aadditional top World Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
First Eagle Global A6.000.915.505.86
AllianzGI Global Allocation D (AGADX)0.03-1.664.974.93Compare
American Funds Capital Income Bldr R6 (RIRGX)5.20-0.755.706.38Compare
Columbia Global Opportunities A (IMRFX)3.43-0.933.304.60Compare

See top fund managers for World Allocation Category Funds

 

Compare First Eagle Global A Fund (SGENX)Compare with World Allocation category ETFs

Some World Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
IQ Hedge Macro Tracker ETF (MCRO)0.72%-3.36%-1.46%

 

Graph of First Eagle Global A Fund (SGENX) Net Asset TrackingFirst Eagle Global A (SGENX) Fund Net Asset

Track net asset change of First Eagle Global A fund (SGENX)

DateNet Asset
05/2016$47.63B
03/2016$46.59B
02/2016$44.40B
More historic net asset information on First Eagle Global A Fund (SGENX)

  

Graph of First Eagle Global A Fund (SGENX) Portfolio TrackingFirst Eagle Global A (SGENX) Fund Portfolio Allocation

Track portfolio allocation change of First Eagle Global A fund (SGENX)

DateCashStockBondOther
03/201615.35%75.63%0.49%8.35%
02/201612.72%77.37%1.05%8.66%
12/201513.55%77.85%1.02%7.58%
Click here to see more historic asset allocation information on First Eagle Global A Fund (SGENX)

 

graph of First Eagle Global A Fund (SGENX) Top 10 Position TrackingTop 10 Holdings in First Eagle Global A (SGENX) Fund

Discover what First Eagle Global A Fund (SGENX) manager is buying

Mar 30, 2016
Gold Commodity In Ounces [7.1%]
Oracle Corporation Common Stock [2.37%]
Comcast Corporation [2.16%]
Microsoft Corporation [1.95%]
KDDI CORP [1.82%]
Omnicom Group Inc. Common Stock [1.59%]
Weyerhaeuser Company Common Sto [1.58%]
SECOM CO LTD [1.47%]
ALEXION PHARM [1.46%]
HEIDELBERGERCEMENT [1.38%]

Feb 28, 2016
Gold Commodity In Ounces [7.51%]
Oracle Corporation Common Stock [2.24%]
Comcast Corporation [2.15%]
Microsoft Corporation [1.88%]
KDDI CORP [1.82%]
Omnicom Group Inc. Common Stock [1.56%]
SECOM CO LTD [1.48%]
3M Company Common Stock [1.39%]
American Express Company Common [1.39%]
Weyerhaeuser Company Common Sto [1.39%]

Dec 30, 2015
Gold Commodity In Ounces [6.21%]
Microsoft Corporation [2.35%]
Oracle Corporation Common Stock [2.15%]
Comcast Corporation [2.03%]
KDDI CORP [1.7%]
Bank of New York Mellon Corpora [1.49%]
Omnicom Group Inc. Common Stock [1.47%]
3M Company Common Stock [1.47%]
SECOM CO LTD [1.41%]
Intel Corporation [1.38%]
Click here for Stock Holding Change Map in First Eagle Global A Fund (SGENX)

  

Latest News on First Eagle Global A (SGENX) Fund

See what is happening with First Eagle Global A Fund (SGENX)

 

First Eagle Global A Fund (SGENX) Related ResourcesSee more information on First Eagle Global A (SGENX) Fund

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