RQEAX Mutual Fund
RQEAX Mutual Fund
NAV$11.86
AUM$35M
TER2.56%
Holdings19
See how much of RQEAX you already own
RQEAX Mutual Fund
NAV$11.86
RESQ Dynamic Allocation Fund Class A
AUM$35M
TER2.56%
Holdings19
See how much of RQEAX you already own
RQEAX Mutual Fund Overlap Analysis
RQEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RQEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, RQEAX may share significant positions with broad-market funds.
RQEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RQEAX tax-loss harvesting finds highly correlated but non-identical funds.