FESMX Mutual Fund

NAV$16.16

AUM$100M

TER0.95%

Holdings71

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FESMX Mutual Fund

NAV$16.16

First Eagle US Smid Cap Opportunity Fund Class I

AUM$100M

TER0.95%

Holdings71

See inside every fund you own

$99/yr 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 FESMX 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 FESMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FESMX Mutual Fund Overlap Analysis

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

FESMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, FESMX may share significant positions with broad-market funds.

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