Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
First Eagle Global Equity ETF(FEGE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FEGE
10/28/2026: FEGE (2-star) is currently NOT-A-BUY. Pass it for now.
FEGE is an actively managed global equity ETF that utilizes a value-oriented, bottom-up approach to select high-quality companies. By focusing on fundamental security analysis, it aims for long-term capital appreciation while attempting to offer better downside protection than passive benchmarks. It is best suited for long-term, value-conscious investors who are comfortable with active management fees and the potential for temporary divergence from broad market returns. Investors should monitor the fund’s sector tilts and management performance, keeping in mind that it remains subject to systemic global equity and market risks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund's value orientation may result in underperformance during pure growth-led bull markets. |
| Momentum investor | Weak fit | FEGE's focus on intrinsic value often contradicts the momentum strategy of buying stocks that are trending higher. |
| Value investor | Strong fit | The fund's core philosophy is deeply aligned with identifying and purchasing undervalued global securities. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the fund's primary goal is capital appreciation rather than income generation. |
| Low-risk investor | Medium fit | The fund seeks to mitigate downside risk, though it remains a full-equity product subject to market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term growth with a focus on risk management and a preference for active, value-oriented security selection.
Suitability
FEGE is best suited for long-term investors who prioritize the expertise of active managers over the lower cost of passive index tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity fund, it is susceptible to fluctuations in global stock market pricing. |
| Market risk | High | Changes in global economic conditions can significantly impact the fund's holdings. |
| Concentration | Medium | Active management may lead to sector or geographic concentrations that differ from the broader market. |
| Tracking/expense | Low | Because it is actively managed, it does not aim to track an index, making tracking error irrelevant. |
| Liquidity | Low | The underlying securities are generally liquid, providing sufficient ease of trading for the fund. |
| Business/sector quality | Low | The fund actively selects high-quality businesses to minimize the risk of permanent capital loss. |
Risk Analysis
Volatility
FEGE exhibits volatility consistent with a global equity fund, though it aims to reduce drawdowns relative to the broader market.
Market Risk
The primary risk is a broad decline in global equity prices, which is inherent to any international stock portfolio.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Market Equities (US & International) | 85 | This provides broad exposure to high-quality companies in established global markets. |
| Geography | Emerging Market Equities | 10 | Exposure to these regions adds potential for higher growth, albeit with increased volatility. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Holding cash allows the managers to maintain liquidity and deploy capital during market downturns. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 22.99% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.