FBRRX Mutual Fund

NAV$12.55

AUM$63,413.59

TER1.33%

Holdings237

FBRRX Mutual Fund

NAV$12.55

First Eagle Global Balanced Fund Class R3

AUM$63,413.59

TER1.33%

Holdings237

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Holdings Overlap Analysis

Compare FBRRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FBRRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FBRRX Mutual Fund Overlap Analysis

FBRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FBRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 237 holdings, FBRRX may share significant positions with broad-market funds.

FBRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBRRX tax-loss harvesting finds highly correlated but non-identical funds.