WBSRX Mutual Fund Analysis & Holdings | MarketXLS

WBSRX Mutual Fund

NAV$41.44

AUM$47,366

TER0.94%

Holdings95

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WBSRX Mutual Fund

NAV$41.44

William Blair Small Cap Growth Fund Class R6

AUM$47,366

TER0.94%

Holdings95

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

WBSRX Mutual Fund Overlap Analysis

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

WBSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 95 holdings, WBSRX may share significant positions with broad-market funds.

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