FERRX Mutual Fund

NAV$14.74

AUM$2M

TER0.85%

Holdings78

See how much of FERRX you already own

Just $25 once·$99/mo·Download sample

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FERRX Mutual Fund

NAV$14.74

FIRST EAGLE GLOBAL REAL ASSETS FUND Class R6

AUM$2M

TER0.85%

Holdings78

See how much of FERRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FERRX Mutual Fund Overlap Analysis

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

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

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