UISBX Mutual Fund Analysis & Holdings | MarketXLS

UISBX Mutual Fund

NAV$9.08

AUM$1.6B

TER0.47%

Holdings1,018

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UISBX Mutual Fund

NAV$9.08

Victory Short-Term Bond Fund Institutional Class

AUM$1.6B

TER0.47%

Holdings1,018

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

UISBX Mutual Fund Overlap Analysis

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

UISBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1018 holdings, UISBX may share significant positions with broad-market funds.

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