UTBAX Mutual Fund

NAV$13.31

AUM$261,854.55

TER0.90%

Holdings242

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UTBAX Mutual Fund

NAV$13.31

UBS Multi Income Bond Fund Class A

AUM$261,854.55

TER0.90%

Holdings242

See how much of UTBAX 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 UTBAX 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 UTBAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

UTBAX Mutual Fund Overlap Analysis

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

UTBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 242 holdings, UTBAX may share significant positions with broad-market funds.

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