FAMFX Mutual Fund
FAMFX Mutual Fund
NAV$24.04
AUM$197M
TER1.25%
Holdings26
See how much of FAMFX you already own
FAMFX Mutual Fund
NAV$24.04
FAM Small Cap Fund Investor Share Class
AUM$197M
TER1.25%
Holdings26
See how much of FAMFX you already own
FAMFX Mutual Fund Overlap Analysis
FAMFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, FAMFX may share significant positions with broad-market funds.
FAMFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAMFX tax-loss harvesting finds highly correlated but non-identical funds.