UBVAX Mutual Fund Analysis & Holdings | MarketXLS

UBVAX Mutual Fund

NAV$86.74

AUM$656M

TER1.24%

Holdings90

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UBVAX Mutual Fund

NAV$86.74

Undiscovered Managers Behavioral Value Fund Class A

AUM$656M

TER1.24%

Holdings90

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

UBVAX Mutual Fund Overlap Analysis

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

UBVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, UBVAX may share significant positions with broad-market funds.

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