ESPTX Mutual Fund Analysis & Holdings | MarketXLS

ESPTX Mutual Fund

NAV$14.42

AUM$42M

TER0.25%

Holdings66

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ESPTX Mutual Fund

NAV$14.42

UBS International Sustainable Equity Fund Class P2

AUM$42M

TER0.25%

Holdings66

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

ESPTX Mutual Fund Overlap Analysis

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

ESPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, ESPTX may share significant positions with broad-market funds.

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