USDXX Mutual Fund
USDXX Mutual Fund
AUM$60.7B
TER0.17%
Holdings29
USDXX Mutual Fund
BlackRock Circle Reserve Fund Class Institutional
AUM$60.7B
TER0.17%
Holdings29
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 29 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.