UVABX Mutual Fund
UVABX Mutual Fund
NAV$10.38
AUM$8M
TER0.80%
Holdings169
UVABX Mutual Fund
NAV$10.38
Victory Virginia Bond Fund Class A
AUM$8M
TER0.80%
Holdings169
UVABX Mutual Fund Overlap Analysis
UVABX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
UVABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, UVABX may share significant positions with broad-market funds.
UVABX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. UVABX tax-loss harvesting finds highly correlated but non-identical funds.