UIVIX Mutual Fund

NAV$13.39

AUM$653,828.68

TER0.69%

Holdings78

UIVIX Mutual Fund

NAV$13.39

MFS Intrinsic Equity Fund Class I

AUM$653,828.68

TER0.69%

Holdings78

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Holdings Overlap Analysis

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

UIVIX Mutual Fund Overlap Analysis

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

UIVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, UIVIX may share significant positions with broad-market funds.

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