UCPSX Mutual Fund

NAV$20.19

AUM$15,939

TER2.78%

Holdings10

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$99/yr Pro · Cancel anytime

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UCPSX Mutual Fund

NAV$20.19

Ultra Short Small-Cap ProFund Service Class

AUM$15,939

TER2.78%

Holdings10

See inside every fund you own

$99/yr 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 UCPSX 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 UCPSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

UCPSX Mutual Fund Overlap Analysis

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

UCPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, UCPSX may share significant positions with broad-market funds.

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