FERVX Mutual Fund

NAV$19.59

AUM$85,156.65

TER0.97%

Holdings83

FERVX Mutual Fund

NAV$19.59

First Eagle US Value Fund Class R5

AUM$85,156.65

TER0.97%

Holdings83

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Holdings Overlap Analysis

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

FERVX Mutual Fund Overlap Analysis

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

FERVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, FERVX may share significant positions with broad-market funds.

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