FEROX Mutual Fund Analysis & Holdings | MarketXLS

FEROX Mutual Fund

NAV$24.85

AUM$44,100.07

TER1.17%

Holdings174

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FEROX Mutual Fund

NAV$24.85

First Eagle Overseas Fund Class R5

AUM$44,100.07

TER1.17%

Holdings174

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

FEROX Mutual Fund Overlap Analysis

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

FEROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, FEROX may share significant positions with broad-market funds.

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