UUOAX Mutual Fund
UUOAX Mutual Fund
NAV$24.55
TER0.39%
Holdings166
See how much of UUOAX you already own
UUOAX Mutual Fund
NAV$24.55
GMO US Opportunistic Value Fund Class VI
TER0.39%
Holdings166
See how much of UUOAX you already own
UUOAX Mutual Fund Overlap Analysis
UUOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
UUOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 166 holdings, UUOAX may share significant positions with broad-market funds.
UUOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. UUOAX tax-loss harvesting finds highly correlated but non-identical funds.