URPIX Mutual Fund Analysis & Holdings | MarketXLS

URPIX Mutual Fund

NAV$5.50

AUM$6M

TER1.78%

Holdings9

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URPIX Mutual Fund

NAV$5.50

Ultra Bear ProFund Investor Shares

AUM$6M

TER1.78%

Holdings9

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

URPIX Mutual Fund Overlap Analysis

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

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

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