QALTX Mutual Fund

NAV$10.86

AUM$11M

TER2.41%

Holdings51

See what you own twice

Check QALTX against your other funds. Free for up to 5.

Check my overlap

QALTX Mutual Fund

NAV$10.86

Quantified Alternative Investment Fund Investor Class

AUM$11M

TER2.41%

Holdings51

See what you own twice

Check QALTX against your other funds. Free for up to 5.

Check my overlap

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

FundXLS Pro

See the full sector breakdown of QALTX

Sector concentration, industry allocation and the exact weight of every sector.

X-ray my whole portfolio$45/quarter Pro · Cancel anytime

From MarketXLS, trusted since 2014.

Sector Concentration AnalysisPRO

Top 3 Sectors

PRO

of total portfolio

Concentration Level

PRO

concentration risk

Largest Sector

PRO

Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

QALTX Mutual Fund Sector Allocation

QALTX sector allocation breaks down across Financials (24.2%), Real Estate (0.3%). Across 51 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

QALTX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

QALTX by country shows geographic exposure. QALTX overlap reveals how sector exposure compares with other funds.