UTAVX Mutual Fund

NAV$9.61

TER0.80%

Holdings150

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UTAVX Mutual Fund

NAV$9.61

NYLI MacKay Utah Muni Fund Class A

TER0.80%

Holdings150

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

UTAVX Mutual Fund Overlap Analysis

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

UTAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, UTAVX may share significant positions with broad-market funds.

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