USTEX Mutual Fund

NAV$11.95

AUM$1.5B

TER0.43%

Holdings548

USTEX Mutual Fund

NAV$11.95

Victory Tax Exempt Long-Term Fund Class Fund Shares

AUM$1.5B

TER0.43%

Holdings548

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Holdings Overlap Analysis

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

USTEX Mutual Fund Overlap Analysis

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

USTEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 548 holdings, USTEX may share significant positions with broad-market funds.

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