UIGSX Mutual Fund
NAV$8.81
AUM$898M
TER0.42%
Holdings469
UIGSX Mutual Fund
NAV$8.81
Victory Government Securities Fund Institutional Shares
AUM$898M
TER0.42%
Holdings469
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UIGSX Mutual Fund Overlap Analysis
UIGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
UIGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 469 holdings, UIGSX may share significant positions with broad-market funds.
UIGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. UIGSX tax-loss harvesting finds highly correlated but non-identical funds.