FEBRX Mutual Fund
FEBRX Mutual Fund
NAV$17.40
AUM$146M
TER0.84%
Holdings237
See how much of FEBRX you already own
FEBRX Mutual Fund
NAV$17.40
First Eagle Global Balanced Fund Class R6
AUM$146M
TER0.84%
Holdings237
See how much of FEBRX you already own
FEBRX Mutual Fund Overlap Analysis
FEBRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 237 holdings, FEBRX may share significant positions with broad-market funds.
FEBRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEBRX tax-loss harvesting finds highly correlated but non-identical funds.