TEFQX Mutual Fund
TEFQX Mutual Fund
NAV$4.79
TER1.85%
Holdings26
See how much of TEFQX you already own
TEFQX Mutual Fund
NAV$4.79
Firsthand Technology Opportunities Fund
TER1.85%
Holdings26
See how much of TEFQX you already own
TEFQX Mutual Fund Overlap Analysis
TEFQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TEFQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TEFQX may share significant positions with broad-market funds.
TEFQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TEFQX tax-loss harvesting finds highly correlated but non-identical funds.