UGTAX Mutual Fund

NAV$31.54

AUM$23M

TER0.83%

Holdings781

See how much of UGTAX you already own

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UGTAX Mutual Fund

NAV$31.54

Victory Growth and Tax Strategy Fund Class A

AUM$23M

TER0.83%

Holdings781

See how much of UGTAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

UGTAX Mutual Fund Overlap Analysis

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

UGTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 781 holdings, UGTAX may share significant positions with broad-market funds.

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