UWPSX Mutual Fund

NAV$6.13

AUM$224,014.46

TER2.78%

Holdings8

UWPSX Mutual Fund

NAV$6.13

ProFunds Ultra Short Dow 30 ProFund Service Class

AUM$224,014.46

TER2.78%

Holdings8

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Holdings Overlap Analysis

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

UWPSX Mutual Fund Overlap Analysis

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

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

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