UIVPX Mutual Fund

NAV$13.46

AUM$81,116.05

TER0.94%

Holdings78

UIVPX Mutual Fund

NAV$13.46

MFS Intrinsic Equity Fund Class R3

AUM$81,116.05

TER0.94%

Holdings78

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Holdings Overlap Analysis

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

UIVPX Mutual Fund Overlap Analysis

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

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

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