USMEX Mutual Fund Analysis & Holdings | MarketXLS

USMEX Mutual Fund

NAV$10.00

AUM$75M

TER0.32%

Holdings79

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USMEX Mutual Fund

NAV$10.00

Columbia Ultra Short Duration Municipal Bond Fund Class Institutional

AUM$75M

TER0.32%

Holdings79

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

USMEX Mutual Fund Overlap Analysis

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

USMEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, USMEX may share significant positions with broad-market funds.

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