QALGX Mutual Fund

NAV$40.49

AUM$432M

TER1.00%

Holdings94

See how much of QALGX you already own

Just $25 once·$99/mo·Download sample

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QALGX Mutual Fund

NAV$40.49

Federated Hermes MDT Large Cap Growth Fund Class A

AUM$432M

TER1.00%

Holdings94

See how much of QALGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare QALGX 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 QALGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

QALGX Mutual Fund Overlap Analysis

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

QALGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, QALGX may share significant positions with broad-market funds.

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