QGBLX Mutual Fund
QGBLX Mutual Fund
NAV$8.19
AUM$43M
TER1.69%
Holdings41
See how much of QGBLX you already own
QGBLX Mutual Fund
NAV$8.19
Quantified Global Fund Investor Class
AUM$43M
TER1.69%
Holdings41
See how much of QGBLX you already own
QGBLX Mutual Fund Overlap Analysis
QGBLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QGBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, QGBLX may share significant positions with broad-market funds.
QGBLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QGBLX tax-loss harvesting finds highly correlated but non-identical funds.