UTVXX Mutual Fund

AUM$586M

TER0.15%

Holdings90

UTVXX Mutual Fund

Federated Hermes US Treasury Cash Reserves Class Advisor

AUM$586M

TER0.15%

Holdings90

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

Holdings Overlap Analysis

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

UTVXX Mutual Fund Overlap Analysis

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

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

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