QMORX Mutual Fund Analysis & Holdings | MarketXLS

QMORX Mutual Fund

NAV$20.60

AUM$219M

TER0.31%

Holdings263

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QMORX Mutual Fund

NAV$20.60

AQR Large Cap Momentum Style Fund Class R6

AUM$219M

TER0.31%

Holdings263

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

QMORX Mutual Fund Overlap Analysis

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

QMORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 263 holdings, QMORX may share significant positions with broad-market funds.

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