CIQRX Mutual Fund

NAV$16.42

AUM$4,465.22

TER0.99%

Holdings338

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CIQRX Mutual Fund

NAV$16.42

Segall Bryant & Hamill International Equity Fund Retail Class

AUM$4,465.22

TER0.99%

Holdings338

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

CIQRX Mutual Fund Overlap Analysis

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

CIQRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 338 holdings, CIQRX may share significant positions with broad-market funds.

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