QFITX Mutual Fund Analysis & Holdings | MarketXLS

QFITX Mutual Fund

NAV$5.45

AUM$988,186.41

TER1.79%

Holdings9

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QFITX Mutual Fund

NAV$5.45

Quantified Tactical Fixed Income Fund Investor Class Shares

AUM$988,186.41

TER1.79%

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

QFITX Mutual Fund Overlap Analysis

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

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

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