FIVRX Mutual Fund Analysis & Holdings | MarketXLS

FIVRX Mutual Fund

NAV$19.58

AUM$47,762.65

TER1.09%

Holdings83

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FIVRX Mutual Fund

NAV$19.58

First Eagle US Value Fund Class R4

AUM$47,762.65

TER1.09%

Holdings83

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FIVRX Mutual Fund Overlap Analysis

FIVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FIVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, FIVRX may share significant positions with broad-market funds.

FIVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIVRX tax-loss harvesting finds highly correlated but non-identical funds.