Compelling international portfolios for the long run.
The First Eagle Overseas Equity ETF applies value investing principles, focusing on developed markets with a disciplined, fundamentally driven approach. FEOE outperformed its MSCI EAFE benchmark by nearly 9% over 12 months and ranked in the top quartile among 680 foreign large-cap blend peers. The fund's short history, active management, and looming fee waiver expiration (current expense 0.50%, true fee 0.79%) temper enthusiasm despite strong risk-adjusted returns.
Risk assets in general capped off a strong year with a solid fourth quarter. In contrast with recent trends, non-US equity markets led the way in 2025. Equity market valuation multiples are rich, high yield spreads are tight and implied volatility is low. Spending on data centers and other AI infrastructure by hyperscalers is forecast to continue, but its current rate of growth is unsustainable absent some other sources of financing.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 4,075 | $190,954.02 | $219,968.5 | $29,014.48 | 15.19% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 370 | $18,670.2 | $19,876.4 | $1,206.2 | 6.46% |
Landaas & Company Landaas & Co | 4,650 | $214,458 | $250,495.5 | $36,037.5 | 16.8% |
| RR rosemary richard WCG Wealth Advisors LLC | 30,603 | $1.48M | $1.64M | $163,113.99 | 11.02% |
| JB Joel Blattner Avaii Wealth Management LLC | 147,850 | $7.46M | $7.98M | $516,735.75 | 6.93% |
| NYSE Exchange | US Country |
The First Eagle Overseas Equity ETF is an exchange-traded fund designed to offer investors access to a diversified portfolio of international equities. It focuses on investing primarily in companies located outside the United States, thus providing exposure to both developed and emerging markets around the world. This fund presents an opportunity for investors to venture into potentially high-growth international markets, expanding their investment portfolios beyond the domestic scope and tapping into global economic activities. By covering various sectors such as consumer goods, financial services, industrials, and technology, the First Eagle Overseas Equity ETF reflects the diversified nature of the global economic landscape. Its strategy aims to leverage growth prospects and ongoing economic developments across different regions, positioning it as a key player in offering efficient and cost-effective geographic diversification options within the broader financial market.
First Eagle Overseas Equity ETF provides investors with critical access to a broad range of international equities, emphasizing investments in companies situated outside the U.S. This exposure extends across both developed and emerging markets globally, allowing investors to benefit from the growth prospects found in various international economies.
The ETF covers notable sector exposures including consumer goods, financial services, industrials, and technology. This diversified approach reflects the variety of economic activities and opportunities available across global markets. By investing in various sectors, the ETF aims to capture growth across a broad economic spectrum, enhancing the potential for portfolio growth and resilience against market volatility.
One of the primary advantages of investing in the First Eagle Overseas Equity ETF is the geographical diversification it offers. The fund's wide range of investments outside the United States helps investors mitigate risks associated with localized economic downturns and currency fluctuations. This geographic spread is essential for investors looking to diversify their portfolios beyond domestic markets, aiming for a more global investment footprint.