SGOVX – First Eagle Overseas A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital by investing primarily in equities issued by non-U.S. corporations. The fund will invest primarily in equity securities of non-U.S. companies, the majority of which are traded in mature markets (for example, Canada, Japan, Germany and France) and may invest in countries whose economies are still developing. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in foreign securities and "counts" relevant derivative positions towards this "80% of assets" allocation, and in doing so, values each position at the price at which it is held on its books.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SGOIX	First Eagle Overseas Fund Class I	Institutional	Open			Jul 31, 1998	$13.55B	0.880%	Above Average	$1M	$102.56M
SGOVX	First Eagle Overseas Fund Class A	Front Load	Open			Aug 31, 1993	$1.75B	1.140%	Average	$2,500	−$95.48M
FESOX	First Eagle Overseas Fund Class C	Level Load	Open			Jun 5, 2000	$72.03M	1.870%	Average	$2,500	$1.65M
FEORX	First Eagle Overseas Fund Class R6	Retirement, Large	Open			Mar 1, 2017	$1.78B	0.790%	Average	$0	$109.87M

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