USCBX Mutual Fund Analysis & Holdings | MarketXLS

USCBX Mutual Fund

NAV$10.16

AUM$381M

TER0.57%

Holdings153

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USCBX Mutual Fund

NAV$10.16

Victory California Bond Fund Class Fund Shares

AUM$381M

TER0.57%

Holdings153

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

USCBX Mutual Fund Overlap Analysis

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

USCBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 153 holdings, USCBX may share significant positions with broad-market funds.

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