URFFX Mutual Fund

NAV$17.64

AUM$1.2B

TER0.58%

Holdings32

URFFX Mutual Fund

NAV$17.64

Victory Target Retirement 2050 Fund Class Fund shares

AUM$1.2B

TER0.58%

Holdings32

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Holdings Overlap Analysis

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

URFFX Mutual Fund Overlap Analysis

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

URFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, URFFX may share significant positions with broad-market funds.

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