RQECX Mutual Fund
RQECX Mutual Fund
NAV$10.95
AUM$32,469.95
TER3.16%
Holdings19
RQECX Mutual Fund
NAV$10.95
RESQ Dynamic Allocation Fund Class C
AUM$32,469.95
TER3.16%
Holdings19
RQECX Mutual Fund Overlap Analysis
RQECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RQECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, RQECX may share significant positions with broad-market funds.
RQECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RQECX tax-loss harvesting finds highly correlated but non-identical funds.