FVRLX Mutual Fund

NAV$6.78

AUM$712,239.69

TER1.52%

Holdings40

FVRLX Mutual Fund

NAV$6.78

Forester Value Fund Class R

AUM$712,239.69

TER1.52%

Holdings40

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Holdings Overlap Analysis

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

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.