GQLIX Mutual Fund
GQLIX Mutual Fund
NAV$37.73
TER0.63%
Holdings49
GQLIX Mutual Fund
NAV$37.73
GMO Quality Fund Class I
TER0.63%
Holdings49
GQLIX Mutual Fund Overlap Analysis
GQLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GQLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, GQLIX may share significant positions with broad-market funds.
GQLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GQLIX tax-loss harvesting finds highly correlated but non-identical funds.