QGRNX Mutual Fund
QGRNX Mutual Fund
NAV$21.43
AUM$40M
TER1.50%
Holdings122
See how much of QGRNX you already own
QGRNX Mutual Fund
NAV$21.43
Invesco Global Allocation Fund Class R
AUM$40M
TER1.50%
Holdings122
See how much of QGRNX you already own
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 122 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.