QLSGX Mutual Fund
QLSGX Mutual Fund
NAV$36.35
AUM$333M
TER0.88%
Holdings303
See how much of QLSGX you already own
QLSGX Mutual Fund
NAV$36.35
Federated Hermes MDT Small Cap Growth Fund Class R6
AUM$333M
TER0.88%
Holdings303
See how much of QLSGX you already own
QLSGX Mutual Fund Overlap Analysis
QLSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QLSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 303 holdings, QLSGX may share significant positions with broad-market funds.
QLSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QLSGX tax-loss harvesting finds highly correlated but non-identical funds.