URFRX Mutual Fund

NAV$16.14

AUM$1.9B

TER0.57%

Holdings33

URFRX Mutual Fund

NAV$16.14

Victory Target Retirement 2040 Fund Class Fund shares

AUM$1.9B

TER0.57%

Holdings33

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Holdings Overlap Analysis

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

URFRX Mutual Fund Overlap Analysis

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

URFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, URFRX may share significant positions with broad-market funds.

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