QCSGX Mutual Fund Analysis & Holdings | MarketXLS

QCSGX Mutual Fund

NAV$27.41

AUM$12M

TER2.02%

Holdings252

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QCSGX Mutual Fund

NAV$27.41

Federated Hermes MDT Small Cap Growth Fund Class C

AUM$12M

TER2.02%

Holdings252

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

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.