VGQRX Mutual Fund Holdings Overlap Calculator | MarketXLS

VGQRX Mutual Fund

NAV$17.64

AUM$3M

TER0.78%

Holdings38

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$45/quarter Pro · Cancel anytime

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VGQRX Mutual Fund

NAV$17.64

Virtus KAR Global Quality Dividend Fund Class R6

AUM$3M

TER0.78%

Holdings38

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

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.