QSTAX Mutual Fund
QSTAX Mutual Fund
NAV$17.66
AUM$35M
TER2.35%
Holdings10
See how much of QSTAX you already own
QSTAX Mutual Fund
NAV$17.66
Quantified STF Fund Advisor Class
AUM$35M
TER2.35%
Holdings10
See how much of QSTAX you already own
QSTAX Mutual Fund Overlap Analysis
QSTAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QSTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, QSTAX may share significant positions with broad-market funds.
QSTAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QSTAX tax-loss harvesting finds highly correlated but non-identical funds.