USPCX Mutual Fund

NAV$34.64

AUM$933,079.83

TER2.15%

Holdings25

See how much of USPCX you already own

Just $25 once·$99/mo·Download sample

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USPCX Mutual Fund

NAV$34.64

Union Street Partners Value Fund Class C

AUM$933,079.83

TER2.15%

Holdings25

See how much of USPCX 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 USPCX 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 USPCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

USPCX Mutual Fund Overlap Analysis

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

USPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, USPCX may share significant positions with broad-market funds.

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