QLSCX Mutual Fund Analysis & Holdings | MarketXLS

QLSCX Mutual Fund

NAV$34.44

AUM$324M

TER0.88%

Holdings301

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QLSCX Mutual Fund

NAV$34.44

Federated Hermes MDT Small Cap Core Fund Class R6

AUM$324M

TER0.88%

Holdings301

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

QLSCX Mutual Fund Overlap Analysis

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

QLSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 301 holdings, QLSCX may share significant positions with broad-market funds.

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