FERFX Mutual Fund Analysis & Holdings | MarketXLS

FERFX Mutual Fund

NAV$24.30

AUM$13,178.23

TER0.65%

Holdings39

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FERFX Mutual Fund

NAV$24.30

First Eagle Fund of America Class R5

AUM$13,178.23

TER0.65%

Holdings39

See inside every fund you own

$99/yr 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 FERFX 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 FERFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FERFX Mutual Fund Overlap Analysis

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

FERFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, FERFX may share significant positions with broad-market funds.

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