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FEOEFirst Eagle Overseas Equity ETF

Grow my money1y track recordRanked #846 of 2,992 in this goal

Seeks long-term growth of capital by investing primarily in equities of non-U.S. issuers.

By First Eagle · Launched 2024

Annual Cost

0.50%

#2,660 of 5,854 · average

Fund Size

$1.4B

#927 of 5,854 · large

Return (1Y)Goal

+33.3%

Track Record

1 year

#3,946 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$13,420+34.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Value

What it actually holds

By weight

Concentration

Top 10 holdings = 30.8% of fundwell diversified

Samsung Electronics Co Ltd
5.8%
Shell PLC
4.4%
British American Tobacco PLC
4.1%
Imperial Oil Ltd
3.9%
Merck KGaA
2.3%
Cie Financiere Richemont SA
2.1%
SMC Corp
2.1%
Franco-Nevada Corp
2.1%
Fomento Economico Mexicano SAB
2.1%
Jardine Matheson Holdings Ltd
2.0%

Asset allocation

Stocks
99.1%
Cash
0.8%
Other
0.1%

By sector

Consumer Defensive
22.8%
Industrials
14.3%
Technology
13.9%
Financial Services
13.0%
Consumer Cyclical
11.4%
Basic Materials
9.7%
Energy
6.6%
Healthcare
4.5%
Other
3.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.2%Moderate

Year-on-year price swings

Max drawdown
-12.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
New York Stock Exchange

Full fund details

Objective
Seeks long-term growth of capital by investing primarily in equities of non-U.S. issuers.
Strategy
Actively manages a portfolio primarily invested in equities of non-U.S. issuers, employing a value approach to seek a margin of safety in each investment. The Fund invests at least 80% of its net assets in equity and equity-related foreign securities, including common stock and depositary receipts, across companies of any size.
Inception date
December 19, 2024
Fund family
First Eagle

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Data updated on 2026-08-03