UBPSX Mutual Fund

NAV$25.72

AUM$34,008.22

TER2.78%

Holdings45

UBPSX Mutual Fund

NAV$25.72

UltraLatin America ProFund Service Class

AUM$34,008.22

TER2.78%

Holdings45

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare UBPSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings UBPSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

UBPSX Mutual Fund Overlap Analysis

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

UBPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, UBPSX may share significant positions with broad-market funds.

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