UFPSX Mutual Fund
UFPSX Mutual Fund
NAV$11.89
AUM$1,262.7
TER2.78%
Holdings10
See how much of UFPSX you already own
UFPSX Mutual Fund
NAV$11.89
UltraShort Latin America ProFund -Service Cl
AUM$1,262.7
TER2.78%
Holdings10
See how much of UFPSX you already own
UFPSX Mutual Fund Overlap Analysis
UFPSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
UFPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, UFPSX may share significant positions with broad-market funds.
UFPSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. UFPSX tax-loss harvesting finds highly correlated but non-identical funds.