USGIX Mutual Fund

NAV$25.55

AUM$160,547.06

TER0.92%

Holdings437

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USGIX Mutual Fund

NAV$25.55

Victory Growth & Income Fund Class A

AUM$160,547.06

TER0.92%

Holdings437

See how much of USGIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

USGIX Mutual Fund Overlap Analysis

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

USGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 437 holdings, USGIX may share significant positions with broad-market funds.

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