UDBPX Mutual Fund Analysis & Holdings | MarketXLS

UDBPX Mutual Fund

NAV$9.47

AUM$13M

TER0.25%

Holdings80

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UDBPX Mutual Fund

NAV$9.47

UBS Sustainable Development Bank Bond Fund Class P

AUM$13M

TER0.25%

Holdings80

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

UDBPX Mutual Fund Overlap Analysis

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

UDBPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, UDBPX may share significant positions with broad-market funds.

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