QSTFX Mutual Fund
QSTFX Mutual Fund
NAV$19.01
AUM$285M
TER1.73%
Holdings10
QSTFX Mutual Fund
NAV$19.01
Quantified STF Fund Investor Class
AUM$285M
TER1.73%
Holdings10
QSTFX Mutual Fund Overlap Analysis
QSTFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QSTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, QSTFX may share significant positions with broad-market funds.
QSTFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QSTFX tax-loss harvesting finds highly correlated but non-identical funds.