QRSAX Mutual Fund
QRSAX Mutual Fund
NAV$52.28
AUM$69M
TER0.88%
Holdings46
See how much of QRSAX you already own
QRSAX Mutual Fund
NAV$52.28
FPA Queens Road Small Cap Value Fund Class Advisor
AUM$69M
TER0.88%
Holdings46
See how much of QRSAX you already own
QRSAX Mutual Fund Overlap Analysis
QRSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QRSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, QRSAX may share significant positions with broad-market funds.
QRSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QRSAX tax-loss harvesting finds highly correlated but non-identical funds.