FEVCX Mutual Fund
FEVCX Mutual Fund
NAV$23.97
AUM$25M
TER1.88%
Holdings83
See how much of FEVCX you already own
FEVCX Mutual Fund
NAV$23.97
First Eagle US Value Fund Class C
AUM$25M
TER1.88%
Holdings83
See how much of FEVCX you already own
FEVCX Mutual Fund Overlap Analysis
FEVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, FEVCX may share significant positions with broad-market funds.
FEVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEVCX tax-loss harvesting finds highly correlated but non-identical funds.