UMNOX Mutual Fund Holdings Overlap Calculator | MarketXLS

UMNOX Mutual Fund

NAV$9.57

AUM$20,000

TER0.65%

Holdings28

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UMNOX Mutual Fund

NAV$9.57

Lazard US Short Duration Fixed Income Portfolio Open Shares

AUM$20,000

TER0.65%

Holdings28

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

UMNOX Mutual Fund Overlap Analysis

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

UMNOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, UMNOX may share significant positions with broad-market funds.

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