GQRIX Mutual Fund Analysis & Holdings | MarketXLS

GQRIX Mutual Fund

NAV$19.03

AUM$3.0B

TER0.70%

Holdings55

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GQRIX Mutual Fund

NAV$19.03

GQG Partners Global Quality Equity Fund Institutional Class

AUM$3.0B

TER0.70%

Holdings55

See inside every fund you own

$45/quarter 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 GQRIX 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 GQRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GQRIX Mutual Fund Overlap Analysis

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

GQRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, GQRIX may share significant positions with broad-market funds.

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