QKBGX Mutual Fund

NAV$24.06

AUM$18M

TER1.05%

Holdings515

QKBGX Mutual Fund

NAV$24.06

Federated Hermes MDT Balanced Fund Class R6

AUM$18M

TER1.05%

Holdings515

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Holdings Overlap Analysis

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

QKBGX Mutual Fund Overlap Analysis

QKBGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

QKBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 515 holdings, QKBGX may share significant positions with broad-market funds.

QKBGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QKBGX tax-loss harvesting finds highly correlated but non-identical funds.