QUSOX Mutual Fund Analysis & Holdings | MarketXLS

QUSOX Mutual Fund

NAV$20.05

AUM$39M

TER1.42%

Holdings57

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QUSOX Mutual Fund

NAV$20.05

Pear Tree Polaris Foreign Value Small Cap Fund Ordinary Shares

AUM$39M

TER1.42%

Holdings57

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

QUSOX Mutual Fund Overlap Analysis

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

QUSOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, QUSOX may share significant positions with broad-market funds.

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