FARIX Mutual Fund

NAV$10.09

AUM$151M

TER1.28%

Holdings1,347

FARIX Mutual Fund

NAV$10.09

Fulcrum Diversified Absolute Return Fund Institutional Class

AUM$151M

TER1.28%

Holdings1,347

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Holdings Overlap Analysis

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

FARIX Mutual Fund Overlap Analysis

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

FARIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1347 holdings, FARIX may share significant positions with broad-market funds.

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