QLMAIX Mutual Fund
QLMAIX Mutual Fund
TER0.60%
Holdings19
QLMAIX Mutual Fund
Franklin Templeton Conservative Model Portfolio Class I
TER0.60%
Holdings19
QLMAIX Mutual Fund Overlap Analysis
QLMAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QLMAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, QLMAIX may share significant positions with broad-market funds.
QLMAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QLMAIX tax-loss harvesting finds highly correlated but non-identical funds.