CUSUX Mutual Fund

NAV$21.21

AUM$15.7B

TER0.05%

Holdings534

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CUSUX Mutual Fund

NAV$21.21

Six Circles US Unconstrained Equity Fund

AUM$15.7B

TER0.05%

Holdings534

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

CUSUX Mutual Fund Overlap Analysis

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

CUSUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 534 holdings, CUSUX may share significant positions with broad-market funds.

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