WBCCX Mutual Fund Analysis & Holdings | MarketXLS

WBCCX Mutual Fund

NAV$10.26

AUM$148,269.06

TER2.18%

Holdings108

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WBCCX Mutual Fund

NAV$10.26

TETON Westwood Balanced Fund Class C

AUM$148,269.06

TER2.18%

Holdings108

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

WBCCX Mutual Fund Overlap Analysis

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

WBCCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, WBCCX may share significant positions with broad-market funds.

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