UWPIX Mutual Fund Analysis & Holdings | MarketXLS

UWPIX Mutual Fund

NAV$7.04

AUM$1M

TER1.78%

Holdings8

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UWPIX Mutual Fund

NAV$7.04

ProFunds Ultra Short Dow 30 ProFund Investor Class

AUM$1M

TER1.78%

Holdings8

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

UWPIX Mutual Fund Overlap Analysis

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

UWPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, UWPIX may share significant positions with broad-market funds.

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