First Eagle ETFs: A Comprehensive Guide

First Eagle ETFs offer a range of investment options for investors seeking diversified portfolios. First Eagle Investment Management, the parent company, has a long history of managing investment portfolios dating back to 1864.

Their ETFs are designed to provide investors with access to a variety of asset classes, including domestic and international equities, fixed income, and alternative investments. This is evident in their flagship fund, the First Eagle Global Fund.

First Eagle ETFs are listed on major US exchanges, making them easily accessible to investors. The company's commitment to transparency and low costs has made them a popular choice among investors seeking a reliable investment partner.

Operating fees for First Eagle ETFs are competitive, with an average expense ratio of 0.35%. This is lower than many other ETFs in the market.

These low fees can add up over time, making First Eagle ETFs a cost-effective choice for long-term investors.

First Eagle's expense ratio is also fixed, meaning it won't increase over time, unlike some other ETFs that may have higher fees in the future.

The First Eagle ETFs have a range of funds to choose from, but let's take a closer look at the specifics of one of them.

The First Eagle Overseas Equity ETF has a legal name of First Eagle Overseas Equity ETF and is part of the PENN Capital Funds Trust family.

This fund was launched on December 20, 2024, making it a relatively new addition to the market.

Here are some key details about this fund:

First Eagle Investments is a leading global asset manager that offers a range of investment solutions to its clients. They have a long history of managing money, dating back to 1864.

Their investment approach is built on a foundation of fundamental research and a focus on long-term results. This approach has helped them navigate various market conditions and deliver strong returns to their clients.

One of their key strengths is their ability to identify high-quality companies with strong growth potential. They have a team of experienced investment professionals who conduct rigorous research to identify these opportunities.

Their investment team is led by Glenn Kline, who has over 25 years of experience in the industry. He has been instrumental in shaping the firm's investment strategy and approach.

First Eagle Investments has a global presence, with offices in New York, London, and other key financial centers. This allows them to tap into local market expertise and stay close to their clients.

Their investment products, including the First Eagle ETFs, are designed to provide investors with a range of options to suit their needs and risk tolerance.

When it comes to performance, First Eagle ETFs have consistently delivered. Their funds have outperformed their benchmarks in several areas.

The First Eagle Gold Fund, for instance, has a 5-year annualized return of 7.35%, outperforming the S&P Gold Index by 1.35 percentage points.

In the past 3 years, the First Eagle Value Fund has generated an average annual return of 14.65%, surpassing the S&P 500 Index by 3.65 percentage points.

The First Eagle Investment Grade Bond Fund has also shown impressive performance, with a 5-year annualized return of 6.42%, outperforming the Bloomberg Barclays US Investment Grade Bond Index by 0.42 percentage points.

First Eagle ETFs have a strong track record of delivering consistent returns, making them a reliable choice for investors.