UITBX Mutual Fund

NAV$9.05

AUM$140M

TER0.88%

Holdings1,354

UITBX Mutual Fund

NAV$9.05

Victory Core Plus Intermediate Bond Fund Class A

AUM$140M

TER0.88%

Holdings1,354

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Holdings Overlap Analysis

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

UITBX Mutual Fund Overlap Analysis

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

UITBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1354 holdings, UITBX may share significant positions with broad-market funds.

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