UTEXX Mutual Fund

AUM$415M

TER0.18%

Holdings90

UTEXX Mutual Fund

Federated Hermes US Treasury Cash Reserves

AUM$415M

TER0.18%

Holdings90

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Holdings Overlap Analysis

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

UTEXX Mutual Fund Overlap Analysis

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

UTEXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, UTEXX may share significant positions with broad-market funds.

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