WBIRX Mutual Fund Holdings Overlap Calculator | MarketXLS

WBIRX Mutual Fund

NAV$30.99

AUM$47,897.29

TER0.85%

Holdings168

See what you own twice

Check WBIRX against your other funds. Free for up to 5.

Check my overlap

WBIRX Mutual Fund

NAV$30.99

William Blair International Growth Fund Class R6

AUM$47,897.29

TER0.85%

Holdings168

See what you own twice

Check WBIRX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

WBIRX Mutual Fund Overlap Analysis

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

WBIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 168 holdings, WBIRX may share significant positions with broad-market funds.

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