QUERX Mutual Fund

NAV$19.49

AUM$208M

TER0.53%

Holdings145

QUERX Mutual Fund

NAV$19.49

AQR Large Cap Defensive Style Fund Class R6

AUM$208M

TER0.53%

Holdings145

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Holdings Overlap Analysis

Compare QUERX 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 QUERX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

QUERX Mutual Fund Overlap Analysis

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

QUERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, QUERX may share significant positions with broad-market funds.

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