USPFX Mutual Fund

NAV$38.00

AUM$82M

TER1.15%

Holdings25

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USPFX Mutual Fund

NAV$38.00

Union Street Partners Value Fund Advisor Class

AUM$82M

TER1.15%

Holdings25

See inside every fund you own

$99/yr 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 USPFX 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 USPFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

USPFX Mutual Fund Overlap Analysis

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

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

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