QLMAJX Mutual Fund
QLMAJX Mutual Fund
TER0.85%
Holdings19
QLMAJX Mutual Fund
Franklin Templeton Conservative Model Portfolio Class II
TER0.85%
Holdings19
QLMAJX Mutual Fund Overlap Analysis
QLMAJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QLMAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, QLMAJX may share significant positions with broad-market funds.
QLMAJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QLMAJX tax-loss harvesting finds highly correlated but non-identical funds.