UTTLI Mutual Fund

AUM$65M

TER0.68%

Holdings100

UTTLI Mutual Fund

BlackRock Equity Dividend V.I. Fund Class I

AUM$65M

TER0.68%

Holdings100

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

UTTLI Mutual Fund Overlap Analysis

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

UTTLI portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, UTTLI may share significant positions with broad-market funds.

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