EARFX Mutual Fund
EARFX Mutual Fund
NAV$24.11
AUM$63,748.39
TER1.00%
Holdings39
EARFX Mutual Fund
NAV$24.11
First Eagle Fund of America Class R3
AUM$63,748.39
TER1.00%
Holdings39
EARFX Mutual Fund Overlap Analysis
EARFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EARFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, EARFX may share significant positions with broad-market funds.
EARFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EARFX tax-loss harvesting finds highly correlated but non-identical funds.