USRAX Mutual Fund

NAV$35.51

AUM$765M

TER1.02%

Holdings159

USRAX Mutual Fund

NAV$35.51

Horizon Multi-Factor US Equity Fund Investor Class

AUM$765M

TER1.02%

Holdings159

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Holdings Overlap Analysis

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

USRAX Mutual Fund Overlap Analysis

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

USRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 159 holdings, USRAX may share significant positions with broad-market funds.

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