VGQRX Mutual Fund
VGQRX Mutual Fund
NAV$17.64
AUM$3M
TER0.78%
Holdings38
See how much of VGQRX you already own
VGQRX Mutual Fund
NAV$17.64
Virtus KAR Global Quality Dividend Fund Class R6
AUM$3M
TER0.78%
Holdings38
See how much of VGQRX you already own
VGQRX Mutual Fund Overlap Analysis
VGQRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VGQRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, VGQRX may share significant positions with broad-market funds.
VGQRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGQRX tax-loss harvesting finds highly correlated but non-identical funds.