QCBGX Mutual Fund
QCBGX Mutual Fund
NAV$23.27
AUM$19M
TER2.11%
Holdings518
See how much of QCBGX you already own
QCBGX Mutual Fund
NAV$23.27
Federated Hermes MDT Balanced Fund Class C
AUM$19M
TER2.11%
Holdings518
See how much of QCBGX you already own
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 518 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.