UTEIX Mutual Fund Analysis & Holdings | MarketXLS

UTEIX Mutual Fund

NAV$12.54

AUM$31M

TER0.74%

Holdings1,074

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UTEIX Mutual Fund

NAV$12.54

Victory Tax Exempt Intermediate-Term Fund Class A

AUM$31M

TER0.74%

Holdings1,074

See inside every fund you own

$45/quarter 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 UTEIX 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 UTEIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

UTEIX Mutual Fund Overlap Analysis

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

UTEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1074 holdings, UTEIX may share significant positions with broad-market funds.

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