UTSXX Mutual Fund Analysis & Holdings | MarketXLS

UTSXX Mutual Fund

NAV$1.00

AUM$22M

TER0.88%

Holdings10

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UTSXX Mutual Fund

NAV$1.00

The United States Treasury Trust Investor Class

AUM$22M

TER0.88%

Holdings10

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

UTSXX Mutual Fund Overlap Analysis

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

UTSXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, UTSXX may share significant positions with broad-market funds.

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