USSTX Mutual Fund
NAV$10.30
AUM$585M
TER0.50%
Holdings345
USSTX Mutual Fund
NAV$10.30
Victory Tax Exempt Short-Term Fund Class Fund Shares
AUM$585M
TER0.50%
Holdings345
USSTX Mutual Fund Overlap Analysis
USSTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
USSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 345 holdings, USSTX may share significant positions with broad-market funds.
USSTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. USSTX tax-loss harvesting finds highly correlated but non-identical funds.