Morningstar

First Eagle Short Dur Hi Yld Muncpl I FDUIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See First Eagle Investment Hub

Morningstar’s Analysis FDUIX

Will FDUIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDUIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDUIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FDUIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin First Eagle Short Dur Hi Yld Muncpl I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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