Morningstar

First Eagle Overseas Equity ETF FEOE

Morningstar Medalist Rating
Medalist Rating as of | See First Eagle Investment Hub

Morningstar’s Analysis FEOE

Will FEOE outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FEOE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FEOE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FEOE’s parent organization’s priorities and whether they’re in line with investors’ interests.

First Eagle announces portfolio manager changes; ratings unchanged.

null Chris Tate

Chris Tate

Analyst Note

First Eagle announced that Alan Barr has relinquished his portfolio management responsibilities on various First Eagle strategies, effective Dec. 17, 2026, and will retire from the firm. This includes the Overseas Fund and Overseas Equity ETF, as well as the associated separate accounts and offshore vehicles. Concurrently, portfolio managers and senior research analysts Benjamin Bahr and John Masi have been appointed associate portfolio managers on these strategies, effective June 30, 2026, alongside existing managers Matt McLennan, Christian Heck, and Adrian Jones.

by Chris Tate
Published on

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Portfolio Holdings FEOE

More FEOE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC

4.66 91M
Energy

Samsung Electronics Co Ltd

3.96 77M
Technology

Imperial Oil Ltd

3.18 62M
Energy

British American Tobacco PLC

2.87 56M
Consumer Defensive

Lvmh Moet Hennessy Louis Vuitton SE

2.50 48M
Consumer Cyclical

Dassault Systemes SE

2.44 47M
Technology

Merck KGaA

2.43 47M
Healthcare

Prosus NV Ordinary Shares - Class N

2.39 46M
Consumer Cyclical

Fomento Economico Mexicano SAB de CV ADR

2.05 40M
Consumer Defensive

Compagnie Financiere Richemont SA Class A

2.03 39M
Consumer Cyclical

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