QISGX Mutual Fund
QISGX Mutual Fund
NAV$38.67
AUM$415M
TER0.89%
Holdings252
See how much of QISGX you already own
QISGX Mutual Fund
NAV$38.67
Federated Hermes MDT Small Cap Growth Fund Institutional Class
AUM$415M
TER0.89%
Holdings252
See how much of QISGX you already own
QISGX Mutual Fund Overlap Analysis
QISGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QISGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 252 holdings, QISGX may share significant positions with broad-market funds.
QISGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QISGX tax-loss harvesting finds highly correlated but non-identical funds.