FARIX Mutual Fund
FARIX Mutual Fund
NAV$10.12
AUM$153M
TER1.28%
Holdings1,347
See how much of FARIX you already own
FARIX Mutual Fund
NAV$10.12
Fulcrum Diversified Absolute Return Fund Institutional Class
AUM$153M
TER1.28%
Holdings1,347
See how much of FARIX you already own
FARIX Mutual Fund Overlap Analysis
FARIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FARIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1347 holdings, FARIX may share significant positions with broad-market funds.
FARIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FARIX tax-loss harvesting finds highly correlated but non-identical funds.