FDUIX Mutual Fund
FDUIX Mutual Fund
NAV$9.47
AUM$1.5B
TER0.64%
Holdings590
See how much of FDUIX you already own
FDUIX Mutual Fund
NAV$9.47
First Eagle Short Duration High Yield Municipal Fund Class I
AUM$1.5B
TER0.64%
Holdings590
See how much of FDUIX you already own
FDUIX Mutual Fund Overlap Analysis
FDUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FDUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 590 holdings, FDUIX may share significant positions with broad-market funds.
FDUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDUIX tax-loss harvesting finds highly correlated but non-identical funds.