WAGNX Mutual Fund Analysis & Holdings | MarketXLS

WAGNX Mutual Fund

NAV$13.30

AUM$64M

TER1.25%

Holdings18

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WAGNX Mutual Fund

NAV$13.30

Pabrai Wagons Fund Retail Class

AUM$64M

TER1.25%

Holdings18

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

WAGNX Mutual Fund Overlap Analysis

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

WAGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, WAGNX may share significant positions with broad-market funds.

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