UASBX Mutual Fund

NAV$9.08

AUM$74M

TER0.75%

Holdings1,018

UASBX Mutual Fund

NAV$9.08

Victory Short-Term Bond Fund Class A

AUM$74M

TER0.75%

Holdings1,018

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Holdings Overlap Analysis

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

UASBX Mutual Fund Overlap Analysis

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

UASBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1018 holdings, UASBX may share significant positions with broad-market funds.

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