UIGEX Mutual Fund Analysis & Holdings | MarketXLS

UIGEX Mutual Fund

NAV$10.93

AUM$59,088.29

TER1.13%

Holdings128

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UIGEX Mutual Fund

NAV$10.93

Victory Global Equity Income Fund Institutional shares

AUM$59,088.29

TER1.13%

Holdings128

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

UIGEX Mutual Fund Overlap Analysis

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

UIGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 128 holdings, UIGEX may share significant positions with broad-market funds.

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