UBVTX Mutual Fund Analysis & Holdings | MarketXLS

UBVTX Mutual Fund

NAV$85.43

AUM$5M

TER1.30%

Holdings90

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UBVTX Mutual Fund

NAV$85.43

Undiscovered Managers Behavioral Value Fund Class R3

AUM$5M

TER1.30%

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

UBVTX Mutual Fund Overlap Analysis

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

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

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