UGPSX Mutual Fund Analysis & Holdings | MarketXLS

UGPSX Mutual Fund

NAV$15.20

AUM$909,433.7

TER2.70%

Holdings60

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UGPSX Mutual Fund

NAV$15.20

Ultra China ProFund Service Class

AUM$909,433.7

TER2.70%

Holdings60

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

UGPSX Mutual Fund Overlap Analysis

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

UGPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, UGPSX may share significant positions with broad-market funds.

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