About FEAMX
The First Eagle Rising Dividend Fund Class C is a mutual fund designed to seek both capital appreciation and current income through a primary focus on U.S. equities, with additional allocations to debt and foreign equity securities. The fund is categorized within the large value investment style, targeting companies with strong fundamentals and a capacity for steadily increasing their dividend payouts over time. Its portfolio is notably concentrated, with the top 10 holdings—including prominent firms such as Alphabet, Comcast, Oracle, and Meta Platforms—accounting for more than half of its total assets, spanning sectors like technology, communication services, consumer defensive, industrials, and healthcare. Managed by First Eagle, the fund is recognized for its disciplined approach, low portfolio turnover, and diversified sector exposure, making it relevant for those seeking exposure to established, dividend-growing companies. The fund carries a higher-than-average expense ratio and employs a level load fee structure, reflecting its Class C share characteristics. Established in 1998, the First Eagle Rising Dividend Fund Class C is positioned as a vehicle for investors looking for a combination of stable income and long-term capital growth from resilient, dividend-oriented equities.
Fund Family First Eagle
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol FEAMX
Share Class Class C
Index S&P 500 TR
FEAMX had a total return of 19.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.72%.
