USBAX Mutual Fund

NAV$10.06

AUM$3M

TER0.85%

Holdings422

USBAX Mutual Fund

NAV$10.06

Victory Ultra Short-Term Bond Fund Class A

AUM$3M

TER0.85%

Holdings422

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Holdings Overlap Analysis

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

USBAX Mutual Fund Overlap Analysis

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

USBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 422 holdings, USBAX may share significant positions with broad-market funds.

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