QGRIX Mutual Fund
QGRIX Mutual Fund
NAV$22.42
AUM$34M
TER0.89%
Holdings122
See how much of QGRIX you already own
QGRIX Mutual Fund
NAV$22.42
Invesco Global Allocation Fund Class R6
AUM$34M
TER0.89%
Holdings122
See how much of QGRIX you already own
QGRIX Mutual Fund Overlap Analysis
QGRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QGRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 122 holdings, QGRIX may share significant positions with broad-market funds.
QGRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QGRIX tax-loss harvesting finds highly correlated but non-identical funds.