QDIBX Mutual Fund Analysis & Holdings | MarketXLS

QDIBX Mutual Fund

NAV$8.88

AUM$3M

TER0.02%

Holdings9

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QDIBX Mutual Fund

NAV$8.88

FI Institutional Group Fixed Income Fund For Retirement Plans

AUM$3M

TER0.02%

Holdings9

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

QDIBX Mutual Fund Overlap Analysis

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

QDIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, QDIBX may share significant positions with broad-market funds.

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