PQSAX Mutual Fund
NAV$24.56
AUM$81M
TER1.22%
Holdings29
PQSAX Mutual Fund
NAV$24.56
Virtus KAR Small-Cap Value Fund A
AUM$81M
TER1.22%
Holdings29

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PQSAX Mutual Fund Overlap Analysis
PQSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PQSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, PQSAX may share significant positions with broad-market funds.
PQSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PQSAX tax-loss harvesting finds highly correlated but non-identical funds.