QGIAX Mutual Fund
QGIAX Mutual Fund
NAV$26.68
AUM$164M
TER0.74%
Holdings46
See how much of QGIAX you already own
QGIAX Mutual Fund
NAV$26.68
Pear Tree Quality Fund Institutional Shares
AUM$164M
TER0.74%
Holdings46
See how much of QGIAX you already own
QGIAX Mutual Fund Overlap Analysis
QGIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QGIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, QGIAX may share significant positions with broad-market funds.
QGIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QGIAX tax-loss harvesting finds highly correlated but non-identical funds.