QGRNX Mutual Fund
QGRNX Mutual Fund
NAV$21.71
AUM$40M
TER1.50%
Holdings53
QGRNX Mutual Fund
NAV$21.71
Invesco Global Allocation Fund Class R
AUM$40M
TER1.50%
Holdings53
QGRNX Mutual Fund Overlap Analysis
QGRNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QGRNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, QGRNX may share significant positions with broad-market funds.
QGRNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QGRNX tax-loss harvesting finds highly correlated but non-identical funds.