FEREX Mutual Fund Analysis & Holdings | MarketXLS

FEREX Mutual Fund

NAV$15.06

AUM$22M

TER0.85%

Holdings78

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FEREX Mutual Fund

NAV$15.06

FIRST EAGLE GLOBAL REAL ASSETS FUND Class I

AUM$22M

TER0.85%

Holdings78

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

FEREX Mutual Fund Overlap Analysis

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

FEREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, FEREX may share significant positions with broad-market funds.

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