QRDTX Mutual Fund
QRDTX Mutual Fund
NAV$11.06
AUM$29M
TER1.81%
Holdings36
See how much of QRDTX you already own
QRDTX Mutual Fund
NAV$11.06
Quantified Rising Dividend Tactical Fund Class Investor
AUM$29M
TER1.81%
Holdings36
See how much of QRDTX you already own
QRDTX Mutual Fund Overlap Analysis
QRDTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QRDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, QRDTX may share significant positions with broad-market funds.
QRDTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QRDTX tax-loss harvesting finds highly correlated but non-identical funds.