4 ‘go-anywhere’ funds at a glance
First Eagle Global
•Ticker symbol: SGENX
•Assets: $49 billion
•5-year average annualized return: 15.1%
•Year-to-date return: 2.8%
•Annual expense ratio: 1.1%
•Morningstar rating: Four stars (out of five)
•Do managers invest their own money in the fund: Yes
•www.feim.com
•Maximum front-end sales charge: 5%, but can be bought without that charge through some fund supermarkets, including Charles Schwab.
FPA Crescent
•Ticker symbol: FPACX
•Assets: $17 billion
•5-year average annualized return: 15.3%
•Year-to-date return: 1.7%
•Annual expense ratio: 1.2%
•Morningstar rating: Five stars (out of five)
•Do managers invest their own money in the fund: Yes
•www.fpafunds .com
•Front-end sales charge: None
Pimco All Asset All Authority
•Ticker symbol: PAUAX
•Assets: $27 billion
•5-year average annualized return: 8.6%
•Year-to-date return: 2.7%
•Annual expense ratio: 1.7%
•Morningstar rating: Two stars (out of five)
•Do managers invest their own money in the fund: Yes
•www.pimco.com
•Maximum front-end sales charge: 5.5%, but can be bought without that charge through some fund supermarkets, including Charles Schwab.
BlackRock Multi-Asset Income
•Ticker symbol: BAICX
•Assets: $7 billion
•5-year average annualized return: 13.6%
•Year-to-date return: 2.4%
•Annual expense ratio: 0.8%
•Morningstar rating: Four stars (out of five)
•Do managers invest their own money in the fund: Yes
•www.blackrock.com
•Maximum front-end sales charge: 5.25%, but can be bought without that charge through some fund supermarkets, including Charles Schwab.