QDFPAX Mutual Fund
QDFPAX Mutual Fund
AUM$64M
TER0.75%
Holdings31
See how much of QDFPAX you already own
QDFPAX Mutual Fund
Davis Financial Portfolio
AUM$64M
TER0.75%
Holdings31
See how much of QDFPAX you already own
QDFPAX Mutual Fund Overlap Analysis
QDFPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QDFPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, QDFPAX may share significant positions with broad-market funds.
QDFPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QDFPAX tax-loss harvesting finds highly correlated but non-identical funds.