FARYX Mutual Fund
FARYX Mutual Fund
NAV$10.20
AUM$169M
TER1.20%
Holdings1,347
See how much of FARYX you already own
FARYX Mutual Fund
NAV$10.20
Fulcrum Diversified Absolute Return Fund Super Institutional Class
AUM$169M
TER1.20%
Holdings1,347
See how much of FARYX you already own
FARYX Mutual Fund Overlap Analysis
FARYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FARYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1347 holdings, FARYX may share significant positions with broad-market funds.
FARYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FARYX tax-loss harvesting finds highly correlated but non-identical funds.