QCGDX Mutual Fund Analysis & Holdings | MarketXLS

QCGDX Mutual Fund

NAV$16.87

AUM$105M

TER1.61%

Holdings39

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QCGDX Mutual Fund

NAV$16.87

Quantified Common Ground Fund Investor Class Shares

AUM$105M

TER1.61%

Holdings39

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

QCGDX Mutual Fund Overlap Analysis

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

QCGDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, QCGDX may share significant positions with broad-market funds.

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