QRSIX Mutual Fund
NAV$53.38
AUM$1.2B
TER0.80%
Holdings46
QRSIX Mutual Fund
NAV$53.38
FPA Queens Road Small Cap Value Fund Class Institutional
AUM$1.2B
TER0.80%
Holdings46

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Showing 10 of 46 holdings(as of Feb 28, 2026)Top 10 Weight: 41.75%
QRSIX Mutual Fund Top Holdings
QRSIX holdings top 10 positions. The top 10 holdings account for 41.8% of the fund, led by morgan stanley institutional liquidity fund - treasury portfolio at 10.9%, Rli Corp at 3.9%, Ugi Corp at 3.9%.
QRSIX portfolio concentration is moderate, with the top 10 representing 41.8% of total assets. The largest sector exposure is Financials at 31.8%.
QRSIX sector allocation provides a detailed breakdown. QRSIX overlap tool shows how holdings compare to other funds in your portfolio.