URSIX Mutual Fund Analysis & Holdings | MarketXLS

URSIX Mutual Fund

NAV$18.37

AUM$196M

TER0.65%

Holdings30

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URSIX Mutual Fund

NAV$18.37

Victory Target Retirement 2060 Fund Class Fund shares

AUM$196M

TER0.65%

Holdings30

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

URSIX Mutual Fund Overlap Analysis

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

URSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, URSIX may share significant positions with broad-market funds.

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