WAGCX Mutual Fund Analysis & Holdings | MarketXLS

WAGCX Mutual Fund

NAV$4.58

AUM$954,853.23

TER1.62%

Holdings33

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WAGCX Mutual Fund

NAV$4.58

Wasatch Greater China Fund Investor Class

AUM$954,853.23

TER1.62%

Holdings33

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

WAGCX Mutual Fund Overlap Analysis

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

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

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