SETXX Mutual Fund
SETXX Mutual Fund
NAV$1.00
TER0.18%
Holdings1
SETXX Mutual Fund
NAV$1.00
UBS Select Treasury Institutional Fund
TER0.18%
Holdings1
SETXX Mutual Fund Overlap Analysis
SETXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SETXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, SETXX may share significant positions with broad-market funds.
SETXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SETXX tax-loss harvesting finds highly correlated but non-identical funds.