FESAX Mutual Fund
FESAX Mutual Fund
NAV$14.66
AUM$154M
TER1.24%
Holdings244
See how much of FESAX you already own
FESAX Mutual Fund
NAV$14.66
First Eagle Small Cap Opportunity Fund Class A
AUM$154M
TER1.24%
Holdings244
See how much of FESAX you already own
FESAX Mutual Fund Overlap Analysis
FESAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FESAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 244 holdings, FESAX may share significant positions with broad-market funds.
FESAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FESAX tax-loss harvesting finds highly correlated but non-identical funds.