MUXRX Mutual Fund
NAV$30.45
AUM$45M
TER0.87%
Holdings508
MUXRX Mutual Fund
NAV$30.45
Victory S&P 500 Index Fund Class R
AUM$45M
TER0.87%
Holdings508
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MUXRX Mutual Fund Overlap Analysis
MUXRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MUXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 508 holdings, MUXRX may share significant positions with broad-market funds.
MUXRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MUXRX tax-loss harvesting finds highly correlated but non-identical funds.