USCAX Mutual Fund Analysis & Holdings | MarketXLS

USCAX Mutual Fund

NAV$17.39

AUM$601M

TER1.01%

Holdings494

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USCAX Mutual Fund

NAV$17.39

Victory Small Cap Stock Fund Class Fund shares

AUM$601M

TER1.01%

Holdings494

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

USCAX Mutual Fund Overlap Analysis

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

USCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 494 holdings, USCAX may share significant positions with broad-market funds.

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