USAGX Mutual Fund

NAV$54.72

AUM$1.2B

TER1.04%

Holdings38

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USAGX Mutual Fund

NAV$54.72

Victory Precious Metals and Minerals Fund Class Fund shares

AUM$1.2B

TER1.04%

Holdings38

See how much of USAGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

USAGX Mutual Fund Overlap Analysis

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

USAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, USAGX may share significant positions with broad-market funds.

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