UJPSX Mutual Fund
NAV$64.75
AUM$453,235.07
TER2.71%
Holdings8
UJPSX Mutual Fund
NAV$64.75
Ultra Japan ProFund Service Class
AUM$453,235.07
TER2.71%
Holdings8
UJPSX Mutual Fund Overlap Analysis
UJPSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
UJPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, UJPSX may share significant positions with broad-market funds.
UJPSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. UJPSX tax-loss harvesting finds highly correlated but non-identical funds.