QIBGX Mutual Fund
NAV$23.70
AUM$126M
TER1.09%
Holdings515
QIBGX Mutual Fund
NAV$23.70
Federated Hermes MDT Balanced Fund Institutional Class
AUM$126M
TER1.09%
Holdings515
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QIBGX Mutual Fund Overlap Analysis
QIBGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QIBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 515 holdings, QIBGX may share significant positions with broad-market funds.
QIBGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QIBGX tax-loss harvesting finds highly correlated but non-identical funds.