FARYX Mutual Fund

NAV$10.12

AUM$167M

TER1.20%

Holdings1,347

FARYX Mutual Fund

NAV$10.12

Fulcrum Diversified Absolute Return Fund Super Institutional Class

AUM$167M

TER1.20%

Holdings1,347

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

FARYX Mutual Fund Overlap Analysis

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

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

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