USTIX Mutual Fund

NAV$10.29

AUM$22M

TER0.46%

Holdings345

USTIX Mutual Fund

NAV$10.29

Victory Tax Exempt Short-Term Fund Institutional Class

AUM$22M

TER0.46%

Holdings345

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Holdings Overlap Analysis

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

USTIX Mutual Fund Overlap Analysis

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

USTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 345 holdings, USTIX may share significant positions with broad-market funds.

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