USLUX Mutual Fund
USLUX Mutual Fund
NAV$19.53
AUM$50M
TER1.75%
Holdings52
See how much of USLUX you already own
USLUX Mutual Fund
NAV$19.53
US Global Investors Funds Global Luxury Goods Fund
AUM$50M
TER1.75%
Holdings52
See how much of USLUX you already own
USLUX Mutual Fund Overlap Analysis
USLUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
USLUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, USLUX may share significant positions with broad-market funds.
USLUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. USLUX tax-loss harvesting finds highly correlated but non-identical funds.