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FESCFirst Eagle Small Cap Opportunity Fund

Grow my moneyNewRanked #3,094 of 3,126 in this goal

Seeks long-term growth of capital.

By First Eagle · Launched 2026

Annual Cost

—

Fund Size

—

Return (1Y)

N/A

Track Record

2 months

#5,807 of 6,172 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,352-6.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 14.8% of funddiversified

JPMorgan US Government Money Market Fund
5.4%
Silicon Motion Technology Corp.
1.2%
Vishay Intertechnology, Inc.
1.1%
TTM Technologies, Inc.
1.1%
Ultra Clean Holdings, Inc.
1.1%
Lincoln Educational Services Corp.
1.0%
Brookdale Senior Living, Inc.
1.0%
Benchmark Electronics, Inc.
1.0%
Advanced Energy Industries, Inc.
0.9%
Oil States International, Inc.
0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-8.4%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
NYSE Arca

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Invests primarily in equity securities of small- and micro-cap companies, targeting undervalued opportunities. The Adviser defines small-cap as companies with market capitalizations not greater than the largest in the Russell 2000 Index and micro-cap as those not greater than the largest in the Russell Microcap Index. May invest up to 10% in foreign securities.
Inception date
July 2, 2026
Fund family
First Eagle

Next steps

Save FESC to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-30