QISCX Mutual Fund

NAV$34.40

AUM$1.8B

TER0.89%

Holdings301

See how much of QISCX you already own

Just $25 once·$69/mo·Download sample

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QISCX Mutual Fund

NAV$34.40

Federated Hermes MDT Small Cap Core Fund Institutional Class

AUM$1.8B

TER0.89%

Holdings301

See how much of QISCX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare QISCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings QISCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

QISCX Mutual Fund Overlap Analysis

QISCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

QISCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 301 holdings, QISCX may share significant positions with broad-market funds.

QISCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QISCX tax-loss harvesting finds highly correlated but non-identical funds.