QABGX Mutual Fund
QABGX Mutual Fund
NAV$24.16
AUM$172M
TER1.34%
Holdings515
See how much of QABGX you already own
QABGX Mutual Fund
NAV$24.16
Federated Hermes MDT Balanced Fund Class A
AUM$172M
TER1.34%
Holdings515
See how much of QABGX you already own
QABGX Mutual Fund Overlap Analysis
QABGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QABGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 515 holdings, QABGX may share significant positions with broad-market funds.
QABGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QABGX tax-loss harvesting finds highly correlated but non-identical funds.