WAYEX Mutual Fund
WAYEX Mutual Fund
NAV$17.81
AUM$120M
TER2.25%
Holdings94
See how much of WAYEX you already own
WAYEX Mutual Fund
NAV$17.81
Waycross Managed Risk Equity Fund
AUM$120M
TER2.25%
Holdings94
See how much of WAYEX you already own
WAYEX Mutual Fund Overlap Analysis
WAYEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WAYEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, WAYEX may share significant positions with broad-market funds.
WAYEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WAYEX tax-loss harvesting finds highly correlated but non-identical funds.