UTESX Mutual Fund

NAV$10.29

AUM$7M

TER0.78%

Holdings352

See how much of UTESX you already own

Just $25 once·$99/mo·Download sample

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UTESX Mutual Fund

NAV$10.29

Victory Tax Exempt Short-Term Fund Class A

AUM$7M

TER0.78%

Holdings352

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

UTESX Mutual Fund Overlap Analysis

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

UTESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 352 holdings, UTESX may share significant positions with broad-market funds.

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