QCSGX Mutual Fund
QCSGX Mutual Fund
NAV$26.04
AUM$11M
TER2.02%
Holdings252
See how much of QCSGX you already own
QCSGX Mutual Fund
NAV$26.04
Federated Hermes MDT Small Cap Growth Fund Class C
AUM$11M
TER2.02%
Holdings252
See how much of QCSGX you already own
QCSGX Mutual Fund Overlap Analysis
QCSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QCSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 252 holdings, QCSGX may share significant positions with broad-market funds.
QCSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QCSGX tax-loss harvesting finds highly correlated but non-identical funds.