PQSAX Mutual Fund
PQSAX Mutual Fund
NAV$24.94
AUM$83M
TER1.22%
Holdings29
See how much of PQSAX you already own
PQSAX Mutual Fund
NAV$24.94
Virtus KAR Small-Cap Value Fund A
AUM$83M
TER1.22%
Holdings29
See how much of PQSAX you already own
PQSAX Mutual Fund Overlap Analysis
PQSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PQSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, PQSAX may share significant positions with broad-market funds.
PQSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PQSAX tax-loss harvesting finds highly correlated but non-identical funds.