FEVRX Mutual Fund
FEVRX Mutual Fund
NAV$26.65
AUM$71M
TER0.83%
Holdings83
See how much of FEVRX you already own
FEVRX Mutual Fund
NAV$26.65
First Eagle US Value Fund Class R6
AUM$71M
TER0.83%
Holdings83
See how much of FEVRX you already own
FEVRX Mutual Fund Overlap Analysis
FEVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, FEVRX may share significant positions with broad-market funds.
FEVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEVRX tax-loss harvesting finds highly correlated but non-identical funds.