QFVIX Mutual Fund Analysis & Holdings | MarketXLS

QFVIX Mutual Fund

NAV$34.04

AUM$774M

TER1.04%

Holdings61

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QFVIX Mutual Fund

NAV$34.04

Pear Tree Polaris Foreign Value Fund Institutional Class

AUM$774M

TER1.04%

Holdings61

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

QFVIX Mutual Fund Overlap Analysis

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

QFVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, QFVIX may share significant positions with broad-market funds.

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