UAVAX Mutual Fund Holdings Overlap Calculator | MarketXLS

UAVAX Mutual Fund

NAV$20.43

AUM$108,815.33

TER1.16%

Holdings185

See what you own twice

Check UAVAX against your other funds. Free for up to 5.

Check my overlap

UAVAX Mutual Fund

NAV$20.43

Victory Value Fund Class A

AUM$108,815.33

TER1.16%

Holdings185

See what you own twice

Check UAVAX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

UAVAX Mutual Fund Overlap Analysis

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

UAVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 185 holdings, UAVAX may share significant positions with broad-market funds.

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