QGBLX Mutual Fund
QGBLX Mutual Fund
NAV$8.12
AUM$7M
TER1.69%
Holdings38
QGBLX Mutual Fund
NAV$8.12
Quantified Global Fund Investor Class
AUM$7M
TER1.69%
Holdings38
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 38 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.