FARAX Mutual Fund
FARAX Mutual Fund
TER1.60%
Holdings1,347
FARAX Mutual Fund
Fulcrum Diversified Absolute Return Fund Advisor Class
TER1.60%
Holdings1,347
FARAX Mutual Fund Overlap Analysis
FARAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FARAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1347 holdings, FARAX may share significant positions with broad-market funds.
FARAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FARAX tax-loss harvesting finds highly correlated but non-identical funds.