FIBRX Mutual Fund
FIBRX Mutual Fund
NAV$12.53
AUM$63,581.84
TER1.40%
Holdings237
See how much of FIBRX you already own
FIBRX Mutual Fund
NAV$12.53
First Eagle Global Balanced Fund Class R4
AUM$63,581.84
TER1.40%
Holdings237
See how much of FIBRX you already own
FIBRX Mutual Fund Overlap Analysis
FIBRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 237 holdings, FIBRX may share significant positions with broad-market funds.
FIBRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIBRX tax-loss harvesting finds highly correlated but non-identical funds.