QLMAFX Mutual Fund

TER0.83%

Holdings30

QLMAFX Mutual Fund

Franklin Templeton Moderate Model Portfolio Class II

TER0.83%

Holdings30

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

Holdings Overlap Analysis

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

QLMAFX Mutual Fund Overlap Analysis

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

QLMAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, QLMAFX may share significant positions with broad-market funds.

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