USATX Mutual Fund Analysis & Holdings | MarketXLS

USATX Mutual Fund

NAV$12.54

AUM$2.2B

TER0.49%

Holdings1,074

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USATX Mutual Fund

NAV$12.54

Victory Tax Exempt Intermediate-Term Fund Class Fund shares

AUM$2.2B

TER0.49%

Holdings1,074

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

USATX Mutual Fund Overlap Analysis

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

USATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1074 holdings, USATX may share significant positions with broad-market funds.

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