UTMAX Mutual Fund

UTMAX Mutual Fund

NAV$12.81
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Holdings Overlap Analysis

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

UTMAX Mutual Fund Overlap Analysis

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

UTMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 307 holdings, UTMAX may share significant positions with broad-market funds.

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