USDXX Mutual Fund
USDXX Mutual Fund
AUM$62.3B
TER0.17%
Holdings20
See how much of USDXX you already own
USDXX Mutual Fund
BlackRock Circle Reserve Fund Class Institutional
AUM$62.3B
TER0.17%
Holdings20
See how much of USDXX you already own
USDXX Mutual Fund Overlap Analysis
USDXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
USDXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, USDXX may share significant positions with broad-market funds.
USDXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. USDXX tax-loss harvesting finds highly correlated but non-identical funds.