UIPIX Mutual Fund

NAV$18.97

AUM$670,709.51

TER1.78%

Holdings9

See how much of UIPIX you already own

Just $25 once·$99/mo·Download sample

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UIPIX Mutual Fund

NAV$18.97

ProFunds Ultra Short Mid-Cap ProFund Investor Class

AUM$670,709.51

TER1.78%

Holdings9

See how much of UIPIX 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 UIPIX 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 UIPIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

UIPIX Mutual Fund Overlap Analysis

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

UIPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, UIPIX may share significant positions with broad-market funds.

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