QRSAX Mutual Fund
NAV$53.20
AUM$65M
TER0.88%
Holdings46
QRSAX Mutual Fund
NAV$53.20
FPA Queens Road Small Cap Value Fund Class Advisor
AUM$65M
TER0.88%
Holdings46

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QRSAX Mutual Fund Overlap Analysis
QRSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QRSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, QRSAX may share significant positions with broad-market funds.
QRSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QRSAX tax-loss harvesting finds highly correlated but non-identical funds.