UXABX Mutual Fund Analysis & Holdings | MarketXLS

UXABX Mutual Fund

NAV$10.15

AUM$535,616.31

TER0.78%

Holdings153

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UXABX Mutual Fund

NAV$10.15

Victory California Bond Fund Class A

AUM$535,616.31

TER0.78%

Holdings153

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

UXABX Mutual Fund Overlap Analysis

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

UXABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 153 holdings, UXABX may share significant positions with broad-market funds.

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