First Eagle Rising Dividend FundFEFAX

MUTUAL FUNDFirst Eagle
Type
Mutual fund
Peer group
Global equity
Net assets
$472.9M
Expense ratio
0.90%
1-year return
-28.3%
3 years, a year
-35.9%
5 years, a year
-40.5%
Holdings
41

What it aims to do.

First Eagle Rising Dividend Fund (Rising Dividend Fund or the Fund) seeks capital appreciation and current income.

Top 10 holdings.

Holding% of fund
GOOGL Alphabet, Inc.8.03%
TXN Texas Instruments, Inc.6.07%
TE Connectivity plc4.73%
Samsung Electronics Co. Ltd.4.59%
META Meta Platforms, Inc.4.18%
CMCSA Comcast Corp.4.08%
Schindler Holding AG3.82%
CRM Salesforce, Inc.3.80%
HCA HCA Healthcare, Inc.3.69%
EPD Enterprise Products Partners LP3.66%

More on FEFAX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.