First Eagle Small Cap Opportunity Fund
Shareclass
First Eagle Small Cap Opportunity I (FESCX)
Type
Open-end mutual fund
Manager
Gender equality score
39
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 849 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
First Eagle Small Cap Opportunity Fund FESCX
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Black Hills Corp0.37% of assets$6.5M invested
- 2. Murphy Oil Corp0.46% of assets$8.04M invested
- 3. Ciena Corp0.46% of assets$8M invested
- 4. Radian Group Inc0.42% of assets$7.34M invested
- 5. Louisiana-Pacific Corp0.76% of assets$13.42M invested
- 6. DoubleVerify Holdings Inc0.2% of assets$3.54M invested
- 7. Axis Capital Holdings Ltd0.35% of assets$6.11M invested
- 8. Warby Parker Inc Ordinary Shares - Class A0.7% of assets$12.31M invested
- 9. Old National Bancorp0.63% of assets$11.01M invested
- 10. Taylor Morrison Home Corp0.76% of assets$13.35M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Axos Financial Inc0.58% of assets$10.23M invested
- 2. RadNet Inc0.34% of assets$5.98M invested
- 3. Kratos Defense & Security Solutions Inc0.77% of assets$13.59M invested
- 4. Seacoast Banking Corp of Florida0.62% of assets$10.93M invested
- 5. Concentra Group Holdings Parent Inc0.34% of assets$5.93M invested
- 6. QXO Inc0.16% of assets$2.8M invested
- 7. Golar LNG Ltd0.57% of assets$10.01M invested
- 8. Matador Resources Co0.63% of assets$11.09M invested
- 9. Vishay Intertechnology Inc0.7% of assets$12.29M invested
- 10. FormFactor Inc0.55% of assets$9.6M invested
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Financial performance
Performance data provided by
Find more financial data on FESCX at Morningstar.com
Find more financial data on FESCX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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