UBVLX Mutual Fund

NAV$89.34

AUM$2.5B

TER0.90%

Holdings90

See how much of UBVLX you already own

Just $25 once·$99/mo·Download sample

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UBVLX Mutual Fund

NAV$89.34

Undiscovered Managers Behavioral Value Fund Class L

AUM$2.5B

TER0.90%

Holdings90

See how much of UBVLX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

UBVLX Mutual Fund Overlap Analysis

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

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

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