FERHX Mutual Fund Analysis & Holdings | MarketXLS

FERHX Mutual Fund

NAV$8.10

AUM$11,189.13

TER1.69%

Holdings1,794

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FERHX Mutual Fund

NAV$8.10

First Eagle High Yield Municipal Fund Class R5

AUM$11,189.13

TER1.69%

Holdings1,794

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

FERHX Mutual Fund Overlap Analysis

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

FERHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1794 holdings, FERHX may share significant positions with broad-market funds.

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