The most notable companies in this group are Meta Platforms (NASDAQ:META), Exxon Mobil Corp (NYSE:XOM), Oracle Corp (NYSE:ORCL), Comcast Corp (NASDAQ:CMCSA), Philip Morris International (NYSE:PM), Elevance Health (NYSE:ELV), Schlumberger Limited (NYSE:SLB), Colgate-Palmolive Company (NYSE:CL).
The investment seeks long-term growth of capital.
The fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in domestic equity and debt instruments and may invest to a lesser extent in securities of non-U.S. issuers. It may invest in any size company, including large, medium and smaller companies. The debt instruments in which the fund may invest include fixed income securities without regard to credit rating or time to maturity and short-term debt instruments.
The average market capitalization across the First Eagle US Value I MF is 350.18B. The market cap for tickers in the group ranges from 59.7B to 769.27B. META holds the highest valuation in this group at 769.27B. The lowest valued company is CL at 59.7B.
The average weekly volume growth across all stocks in the First Eagle US Value I MF was 34%. For the same stocks of the MF, the average monthly volume growth was 89% and the average quarterly volume growth was 7%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 36
Price Growth Rating: 42
SMR Rating: 36
Profit Risk Rating: 42
Seasonality Score: -3 (-100 ... +100)