FAIRX Mutual Fund
NAV$42.76
AUM$1.1B
TER1.00%
Holdings13
FAIRX Mutual Fund
NAV$42.76
Fairholme Fund
AUM$1.1B
TER1.00%
Holdings13
FAIRX Mutual Fund Overlap Analysis
FAIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, FAIRX may share significant positions with broad-market funds.
FAIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAIRX tax-loss harvesting finds highly correlated but non-identical funds.