EARHX Mutual Fund Analysis & Holdings | MarketXLS

EARHX Mutual Fund

NAV$8.30

AUM$505,937.96

TER2.04%

Holdings1,794

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EARHX Mutual Fund

NAV$8.30

First Eagle High Yield Municipal Fund Class R3

AUM$505,937.96

TER2.04%

Holdings1,794

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare EARHX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EARHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EARHX Mutual Fund Overlap Analysis

EARHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

EARHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1794 holdings, EARHX may share significant positions with broad-market funds.

EARHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EARHX tax-loss harvesting finds highly correlated but non-identical funds.