- What does USFE invest in?
- The First Eagle US Equity ETF (USFE) utilizes a value-centric investment philosophy, with a primary focus on safeguarding capital through rigorous stock selection. The fund endeavors to pinpoint companies whose market valuation falls below the advisor's estimate of their inherent worth, with a strong emphasis on their fiscal resilience, enduring business viability, and the caliber of their leadership. Investment choices are not dictated by company size, thus permitting allocations across large, mid, and small-cap US equities, alongside a select number of international listings. The portfolio tends to be concentrated, illustrating a high-conviction strategy rather than an effort to achieve broad market replication. Employing this valuation-driven methodology, the fund's objective is to foster long-term capital appreciation while actively working to mitigate the potential for permanent investment losses.
- What is the expense ratio of USFE?
- First Eagle US Equity ETF (USFE) charges an expense ratio of 0.79%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is USFE?
- First Eagle US Equity ETF (USFE) manages $4.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is USFE actively managed or an index fund?
- USFE's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was USFE launched?
- First Eagle US Equity ETF (USFE) launched in January 2026 and is managed by First Eagle.
- How has USFE performed?
- USFE's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
