QLMGTX Mutual Fund

AUM$39M

TER1.11%

Holdings52

QLMGTX Mutual Fund

ClearBridge Variable Growth Portfolio Class II

AUM$39M

TER1.11%

Holdings52

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Holdings Overlap Analysis

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

QLMGTX Mutual Fund Overlap Analysis

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

QLMGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, QLMGTX may share significant positions with broad-market funds.

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