QASCX Mutual Fund Analysis & Holdings | MarketXLS

QASCX Mutual Fund

NAV$32.40

AUM$163M

TER1.14%

Holdings301

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

QASCX Mutual Fund

NAV$32.40

Federated Hermes MDT Small Cap Core Fund Class A

AUM$163M

TER1.14%

Holdings301

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare QASCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings QASCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

QASCX Mutual Fund Overlap Analysis

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

QASCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 301 holdings, QASCX may share significant positions with broad-market funds.

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