QDISX Mutual Fund
QDISX Mutual Fund
NAV$21.58
AUM$423,071.56
Holdings103
See how much of QDISX you already own
QDISX Mutual Fund
NAV$21.58
FI Institutional Group Stock Fund For Retirement Plans
AUM$423,071.56
Holdings103
See how much of QDISX you already own
QDISX Mutual Fund Overlap Analysis
QDISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QDISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, QDISX may share significant positions with broad-market funds.
QDISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QDISX tax-loss harvesting finds highly correlated but non-identical funds.