FEVAX Mutual Fund

NAV$25.25

AUM$697M

TER1.14%

Holdings83

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

FEVAX Mutual Fund

NAV$25.25

First Eagle US Value Fund Class A

AUM$697M

TER1.14%

Holdings83

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 FEVAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FEVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FEVAX Mutual Fund Overlap Analysis

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

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

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