USEXX Mutual Fund
USEXX Mutual Fund
NAV$1.00
AUM$399M
TER0.56%
Holdings44
USEXX Mutual Fund
NAV$1.00
Victory Tax Exempt Money Market Fund Class Fund shares
AUM$399M
TER0.56%
Holdings44
USEXX Mutual Fund Overlap Analysis
USEXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
USEXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, USEXX may share significant positions with broad-market funds.
USEXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. USEXX tax-loss harvesting finds highly correlated but non-identical funds.