UTBAX Mutual Fund

NAV$13.35

AUM$258,934.87

TER0.90%

Holdings242

UTBAX Mutual Fund

NAV$13.35

UBS Multi Income Bond Fund Class A

AUM$258,934.87

TER0.90%

Holdings242

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Holdings Overlap Analysis

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

UTBAX Mutual Fund Overlap Analysis

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

UTBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 242 holdings, UTBAX may share significant positions with broad-market funds.

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