QTERX Mutual Fund Analysis & Holdings | MarketXLS

QTERX Mutual Fund

NAV$15.73

AUM$603M

TER0.61%

Holdings244

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QTERX Mutual Fund

NAV$15.73

AQR Emerging Multi-Style II Fund Class R6

AUM$603M

TER0.61%

Holdings244

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare QTERX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings QTERX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

QTERX Mutual Fund Overlap Analysis

QTERX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

QTERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 244 holdings, QTERX may share significant positions with broad-market funds.

QTERX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QTERX tax-loss harvesting finds highly correlated but non-identical funds.