QGRYX Mutual Fund
QGRYX Mutual Fund
NAV$22.32
TER1.00%
Holdings122
See how much of QGRYX you already own
QGRYX Mutual Fund
NAV$22.32
Invesco Global Allocation Fund Class Y
TER1.00%
Holdings122
See how much of QGRYX you already own
QGRYX Mutual Fund Overlap Analysis
QGRYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QGRYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 122 holdings, QGRYX may share significant positions with broad-market funds.
QGRYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QGRYX tax-loss harvesting finds highly correlated but non-identical funds.