FIBRX Mutual Fund

NAV$12.53

AUM$63,581.84

TER1.40%

Holdings237

FIBRX Mutual Fund

NAV$12.53

First Eagle Global Balanced Fund Class R4

AUM$63,581.84

TER1.40%

Holdings237

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Holdings Overlap Analysis

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

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.