FIORX Mutual Fund
FIORX Mutual Fund
NAV$24.87
AUM$5M
TER1.01%
Holdings174
See how much of FIORX you already own
FIORX Mutual Fund
NAV$24.87
First Eagle Overseas Fund Class R4
AUM$5M
TER1.01%
Holdings174
See how much of FIORX you already own
FIORX Mutual Fund Overlap Analysis
FIORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, FIORX may share significant positions with broad-market funds.
FIORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIORX tax-loss harvesting finds highly correlated but non-identical funds.