QCBGX Mutual Fund Analysis & Holdings | MarketXLS

QCBGX Mutual Fund

NAV$23.27

AUM$18M

TER2.11%

Holdings515

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QCBGX Mutual Fund

NAV$23.27

Federated Hermes MDT Balanced Fund Class C

AUM$18M

TER2.11%

Holdings515

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

QCBGX Mutual Fund Overlap Analysis

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

QCBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 515 holdings, QCBGX may share significant positions with broad-market funds.

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