QGRYX Mutual Fund
QGRYX Mutual Fund
NAV$22.65
TER1.00%
Holdings53
QGRYX Mutual Fund
NAV$22.65
Invesco Global Allocation Fund Class Y
TER1.00%
Holdings53
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 53 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.