GQLVX Mutual Fund
GQLVX Mutual Fund
NAV$16.01
AUM$3M
TER0.85%
Holdings86
See how much of GQLVX you already own
GQLVX Mutual Fund
NAV$16.01
Disciplined US Equity Income Portfolio
AUM$3M
TER0.85%
Holdings86
See how much of GQLVX you already own
GQLVX Mutual Fund Overlap Analysis
GQLVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GQLVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, GQLVX may share significant positions with broad-market funds.
GQLVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GQLVX tax-loss harvesting finds highly correlated but non-identical funds.