WARDX Mutual Fund

NAV$11.01

AUM$10M

TER1.06%

Holdings9

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$99/yr Pro · Cancel anytime

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WARDX Mutual Fund

NAV$11.01

Allspring Absolute Return Fund Admin Class

AUM$10M

TER1.06%

Holdings9

See inside every fund you own

$99/yr 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 WARDX 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 WARDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WARDX Mutual Fund Overlap Analysis

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

WARDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, WARDX may share significant positions with broad-market funds.

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