WALSX Mutual Fund Analysis & Holdings | MarketXLS

WALSX Mutual Fund

NAV$14.30

AUM$24M

TER2.10%

Holdings110

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WALSX Mutual Fund

NAV$14.30

Wasatch Long/Short Alpha Fund Investor Class Shares

AUM$24M

TER2.10%

Holdings110

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

WALSX Mutual Fund Overlap Analysis

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

WALSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, WALSX may share significant positions with broad-market funds.

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