USMTX Mutual Fund

NAV$10.01

AUM$2.5B

TER0.18%

Holdings1,095

USMTX Mutual Fund

NAV$10.01

JPMorgan Ultra-Short Municipal Fund Class I

AUM$2.5B

TER0.18%

Holdings1,095

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare USMTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings USMTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

USMTX Mutual Fund Overlap Analysis

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

USMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1095 holdings, USMTX may share significant positions with broad-market funds.

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