CUHCX Mutual Fund Analysis & Holdings | MarketXLS

CUHCX Mutual Fund

NAV$9.77

AUM$3M

TER1.76%

Holdings503

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CUHCX Mutual Fund

NAV$9.77

Victory US 500 Enhanced Volatility Wtd Index Fund Class C

AUM$3M

TER1.76%

Holdings503

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CUHCX Mutual Fund Overlap Analysis

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

CUHCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 503 holdings, CUHCX may share significant positions with broad-market funds.

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