About SGOIX
First Eagle Overseas Fund Class I is an actively managed mutual fund focused on delivering long-term capital growth by investing primarily in equity securities of companies located outside the United States. The fund employs a value-oriented strategy and seeks businesses with resilient earnings power, strong financial foundations, and sustainable competitive advantages, purchasing them only when their market prices reflect a notable discount to intrinsic value. While the majority of its holdings are in developed markets such as Canada, Japan, Germany, and France, the fund also allocates to select emerging market equities, adding an extra layer of diversification. Notably, the fund maintains a unique allocation to gold and gold-related investments as a defensive measure, alongside international stocks. Its broad sector approach includes significant weights in consumer defensive, energy, financial services, and technology industries. Designed as a core international equity holding for investors seeking diversification beyond the US, First Eagle Overseas Fund Class I is recognized for its fundamentally driven, benchmark-agnostic selection process, prudent risk management, and a commitment to preserving capital while pursuing steady growth over time.
Fund Family First Eagle
Category Foreign Large Blend
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol SGOIX
Share Class Class I
Index MSCI EAFE NR USD
SGOIX had a total return of 27.44% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.20%.
