USBSX Mutual Fund Analysis & Holdings | MarketXLS

USBSX Mutual Fund

NAV$17.11

AUM$1.2B

TER1.11%

Holdings163

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USBSX Mutual Fund

NAV$17.11

Victory Cornerstone Moderate Fund Class Fund shares

AUM$1.2B

TER1.11%

Holdings163

See inside every fund you own

$99/yr 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 USBSX 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 USBSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

USBSX Mutual Fund Overlap Analysis

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

USBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, USBSX may share significant positions with broad-market funds.

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