Mutual Funds Holding ULBI

Mutual Funds Holding ULBI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free
43
Total Funds
BWNYX
Highest: 2.3%
VSTSX
Lowest ER: 0.01%
0.09%
Avg Weight

All 43 Mutual Funds with ULBI

Fund ↕Weight ↓
BWNYX
Bullfinch Western New York Series
2.25%View
WEMMX
TETON Westwood Mighty Mites Fund Class AAA
0.32%View
WEIMX
TETON Westwood Mighty Mites Fund Class I
0.32%View
WMMAX
TETON Westwood Mighty Mites Fund Class A
0.32%View
WMMCX
TETON Westwood Mighty Mites Fund Class C
0.32%View
PVFIX
Pinnacle Value Fund
0.13%View
BRSIX
Bridgeway Ultra- Small Company Market Fund
0.12%View
AFMCX
Acuitas US Microcap Fund Institutional Class
0.08%View
JADLX
John Hancock Variable Insurance Trust Small Opportunities Trust Series I
0.01%View
JADPX
John Hancock Variable Insurance Trust Small Opportunities Trust Series II
0.01%View
BOSVX
Bridgeway Omni Small Cap Value Fund
ProLocked
JADMX
John Hancock Variable Insurance Trust Small Opportunities Trust Series Nav
ProLocked
GMNCX
Gabelli Global Mini Mites Fund Class C Shares
ProLocked
GMNAX
Gabelli Global Mini Mites Fund Class A Shares
ProLocked
GGMMX
Gabelli Global Mini Mites Fund Class I Shares
ProLocked
DFSVX
DFA US Small Cap Value Portfolio
ProLocked
GAMNX
Gabelli Global Mini Mites Fund Class AAA
ProLocked
VEXMX
Vanguard Extended Market Index Fund Investor Class
ProLocked
DFUEX
DFA US Social Core Equity 2 Portfolio
ProLocked
VEXAX
Vanguard Extended Market Index Fund Admiral Shs
ProLocked
VIEIX
Vanguard Extended Market Index Fund Institutional
ProLocked
VITNX
Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Class
ProLocked
VITPX
Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Plus Class
ProLocked
VITSX
Vanguard Morningstar Total Stock Market Index Fund Institutional Class
ProLocked
VSMPX
Vanguard Morningstar Total Stock Market Index Fund Institutional Plus Class
ProLocked
VSTSX
Vanguard Morningstar Total Stock Market Index Fund Select Shares
ProLocked
VTSAX
Vanguard Morningstar Total Stock Market Index Fund Admiral Class
ProLocked
VTSMX
Vanguard Morningstar Total Stock Market Index Fund Investor Class
ProLocked
BXMDX
Blackstone Alternative Multi-Strategy Fund Class D
ProLocked
BXMIX
Blackstone Alternative Multi-Strategy Fund Class I
ProLocked
BXMYX
Blackstone Alternative Multi-Strategy Fund Class Y
ProLocked
DFSIX
DFA US Sustainability Core I Portfolio Institutional Class
ProLocked
AVSBX
Avantis US Small Cap Equity Fund Class G
ProLocked
VEMPX
Vanguard Extended Market Index Fund Institutional Plus Class
ProLocked
AVSCX
Avantis US Small Cap Equity Fund Institutional Class
ProLocked
DFFVX
DFA US Targeted Value Portfolio
ProLocked
DFEOX
DFA US Core Equity 1 Portfolio
ProLocked
DFQTX
DFA US Core Equity 2 Portfolio
ProLocked
DFSCX
DFA US Micro Cap Portfolio
ProLocked
DFSTX
DFA US Small Cap Portfolio Institutional Class
ProLocked
DFVEX
US Vector Equity Portfolio
ProLocked
FSMAX
Fidelity Extended Market Index Fund
ProLocked
SWTSX
Schwab Total Stock Market Index Fund
ProLocked
FundXLS Pro
See all 43 mutual funds holding ULBI
Every fund with its exact weight, market value, category and scores. Plus filtering and CSV export.
Built by a team trusted since 2014.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
How are scores calculated?
Compare Top Funds
BWNYX vs VSTSX
Tax-Loss Harvest
Find alternatives to BWNYX
Advanced Screener
Filter by 50+ criteria
View BWNYX
Highest ULBI exposure
Find mutual funds holding:AAPLMSFTAMZNMETANVDAMore →
★The Portfolio X-Ray: see what you actually own Cancel anytime★
FundXLS

See exactly what you own with our proprietary sector, industry & theme classification. Know instantly if you're over or under invested.

✓Advanced ETF Screener✓All holdings, not just top 10✓Sector & Theme classification✓Compare up to 10 ETFs✓ETF Overlap AnalysisUpdated daily (within 12hrs)
From FundXLS, built by a team trusted since 2014