FVRLX Mutual Fund
FVRLX Mutual Fund
NAV$6.77
AUM$688,783.42
TER1.52%
Holdings40
See how much of FVRLX you already own
FVRLX Mutual Fund
NAV$6.77
Forester Value Fund Class R
AUM$688,783.42
TER1.52%
Holdings40
See how much of FVRLX you already own
FVRLX Mutual Fund Overlap Analysis
FVRLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVRLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, FVRLX may share significant positions with broad-market funds.
FVRLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVRLX tax-loss harvesting finds highly correlated but non-identical funds.