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FEFAX First Eagle Rising Dividend Fund A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD), Oracle Corp (NYSE:ORCL), Texas Instruments (NASDAQ:TXN), Comcast Corp (NASDAQ:CMCSA), Medtronic plc (NYSE:MDT).

Industry description

The investment seeks capital appreciation and current income. Under normal circumstances the fund will primarily invest in domestic stocks and, to a lesser extent, debt and foreign equity instruments (including American Depositary Receipts, Global Depositary Receipts and European Depositary Receipts). Normally, at least 80% of the fund’s net assets (plus any borrowings for investment purposes) are invested in dividend paying equity securities where the dividends are expected to increase over time. It is non-diversified.

Market Cap

The average market capitalization across the First Eagle Rising Dividend Fund A MF is 541.17B. The market cap for tickers in the group ranges from 46.41B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is TEL at 46.41B.

Volume

The average weekly volume growth across all stocks in the First Eagle Rising Dividend Fund A MF was -42%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 47
P/E Growth Rating: 50
Price Growth Rating: 32
SMR Rating: 36
Profit Risk Rating: 32
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
First Eagle Fund1345 Avenue of the AmericasNew York
Phone
N/A
Web
www.firsteaglefunds.com
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FEFAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FEFAX has been closely correlated with FXAIX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if FEFAX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FEFAX
1D Price
Change %
FEFAX100%
-0.18%
FXAIX - FEFAX
74%
Closely correlated
+0.03%
VFINX - FEFAX
72%
Closely correlated
+0.03%
VFIAX - FEFAX
71%
Closely correlated
+0.03%
VTSAX - FEFAX
70%
Closely correlated
-0.06%
VTSMX - FEFAX
70%
Closely correlated
-0.07%
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