QLMADX Mutual Fund Analysis & Holdings | MarketXLS

QLMADX Mutual Fund

TER0.85%

Holdings29

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QLMADX Mutual Fund

Franklin Templeton Moderately Aggressive Model Portfolio Class II

TER0.85%

Holdings29

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

QLMADX Mutual Fund Overlap Analysis

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

QLMADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, QLMADX may share significant positions with broad-market funds.

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