FDUAX Mutual Fund Analysis & Holdings | MarketXLS

FDUAX Mutual Fund

NAV$9.84

AUM$557M

TER0.86%

Holdings590

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FDUAX Mutual Fund

NAV$9.84

First Eagle Short Duration High Yield Municipal Fund Class A

AUM$557M

TER0.86%

Holdings590

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FDUAX 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 FDUAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FDUAX Mutual Fund Overlap Analysis

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

FDUAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 590 holdings, FDUAX may share significant positions with broad-market funds.

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