QDVPAX Mutual Fund
QDVPAX Mutual Fund
AUM$117M
TER0.71%
Holdings41
See how much of QDVPAX you already own
QDVPAX Mutual Fund
Davis Equity Portfolio
AUM$117M
TER0.71%
Holdings41
See how much of QDVPAX you already own
QDVPAX Mutual Fund Overlap Analysis
QDVPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QDVPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, QDVPAX may share significant positions with broad-market funds.
QDVPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QDVPAX tax-loss harvesting finds highly correlated but non-identical funds.