NQCFX Mutual Fund
NAV$34.75
AUM$11M
TER1.42%
Holdings20
NQCFX Mutual Fund
NAV$34.75
NorthQuest Capital Fund
AUM$11M
TER1.42%
Holdings20
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NQCFX Mutual Fund Overlap Analysis
NQCFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NQCFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, NQCFX may share significant positions with broad-market funds.
NQCFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NQCFX tax-loss harvesting finds highly correlated but non-identical funds.