GWILX Mutual Fund
GWILX Mutual Fund
NAV$8.80
AUM$20M
TER0.85%
Holdings25
See how much of GWILX you already own
GWILX Mutual Fund
NAV$8.80
SMID Core Equity Portfolio
AUM$20M
TER0.85%
Holdings25
See how much of GWILX you already own
GWILX Mutual Fund Overlap Analysis
GWILX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GWILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, GWILX may share significant positions with broad-market funds.
GWILX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GWILX tax-loss harvesting finds highly correlated but non-identical funds.