QLERX Mutual Fund Analysis & Holdings | MarketXLS

QLERX Mutual Fund

NAV$22.12

AUM$590M

TER5.68%

Holdings2,210

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QLERX Mutual Fund

NAV$22.12

AQR Long-Short Equity Fund Class R6

AUM$590M

TER5.68%

Holdings2,210

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare QLERX 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 QLERX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

QLERX Mutual Fund Overlap Analysis

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

QLERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2210 holdings, QLERX may share significant positions with broad-market funds.

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