PQSCX Mutual Fund
PQSCX Mutual Fund
NAV$24.08
AUM$6M
TER1.99%
Holdings29
PQSCX Mutual Fund
NAV$24.08
Virtus KAR Small-Cap Value Fund C
AUM$6M
TER1.99%
Holdings29
PQSCX Mutual Fund Overlap Analysis
PQSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PQSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, PQSCX may share significant positions with broad-market funds.
PQSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PQSCX tax-loss harvesting finds highly correlated but non-identical funds.