EARVX Mutual Fund

NAV$19.64

AUM$77,006.09

TER1.29%

Holdings83

EARVX Mutual Fund

NAV$19.64

First Eagle US Value Fund Class R3

AUM$77,006.09

TER1.29%

Holdings83

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Holdings Overlap Analysis

Compare EARVX 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 EARVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EARVX Mutual Fund Overlap Analysis

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

EARVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, EARVX may share significant positions with broad-market funds.

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