UTELX Mutual Fund Analysis & Holdings | MarketXLS

UTELX Mutual Fund

NAV$11.97

AUM$3M

TER0.64%

Holdings548

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UTELX Mutual Fund

NAV$11.97

Victory Tax Exempt Long-Term Fund Class A

AUM$3M

TER0.64%

Holdings548

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

UTELX Mutual Fund Overlap Analysis

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

UTELX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 548 holdings, UTELX may share significant positions with broad-market funds.

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