QRSIX Mutual Fund
QRSIX Mutual Fund
NAV$52.24
AUM$1.2B
TER0.80%
Holdings46
See how much of QRSIX you already own
QRSIX Mutual Fund
NAV$52.24
FPA Queens Road Small Cap Value Fund Class Institutional
AUM$1.2B
TER0.80%
Holdings46
See how much of QRSIX you already own
QRSIX Mutual Fund Overlap Analysis
QRSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QRSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, QRSIX may share significant positions with broad-market funds.
QRSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QRSIX tax-loss harvesting finds highly correlated but non-identical funds.