FESRX Mutual Fund Analysis & Holdings | MarketXLS

FESRX Mutual Fund

NAV$14.98

AUM$206M

TER0.87%

Holdings244

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FESRX Mutual Fund

NAV$14.98

First Eagle Small Cap Opportunity Fund Class R6

AUM$206M

TER0.87%

Holdings244

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

FESRX Mutual Fund Overlap Analysis

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

FESRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 244 holdings, FESRX may share significant positions with broad-market funds.

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