USTIX Mutual Fund

NAV$10.29

AUM$22M

TER0.51%

Holdings345

See how much of USTIX you already own

Just $25 once·$99/mo·Download sample

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USTIX Mutual Fund

NAV$10.29

Victory Tax Exempt Short-Term Fund Institutional Class

AUM$22M

TER0.51%

Holdings345

See how much of USTIX 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 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.