FORRX Mutual Fund

TER1.74%

Holdings253

FORRX Mutual Fund

ABRAHAM FORTRESS FUND Class C

TER1.74%

Holdings253

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare FORRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FORRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FORRX Mutual Fund Overlap Analysis

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

FORRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 253 holdings, FORRX may share significant positions with broad-market funds.

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