QIBGX Mutual Fund
QIBGX Mutual Fund
NAV$24.14
AUM$130M
TER1.09%
Holdings515
See how much of QIBGX you already own
QIBGX Mutual Fund
NAV$24.14
Federated Hermes MDT Balanced Fund Institutional Class
AUM$130M
TER1.09%
Holdings515
See how much of QIBGX you already own
QIBGX Mutual Fund Overlap Analysis
QIBGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QIBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 515 holdings, QIBGX may share significant positions with broad-market funds.
QIBGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QIBGX tax-loss harvesting finds highly correlated but non-identical funds.