WCEAX Mutual Fund
WCEAX Mutual Fund
NAV$18.69
AUM$2.9B
TER0.99%
Holdings52
See how much of WCEAX you already own
WCEAX Mutual Fund
NAV$18.69
Nomura Core Equity Fund Class A
AUM$2.9B
TER0.99%
Holdings52
See how much of WCEAX you already own
WCEAX Mutual Fund Overlap Analysis
WCEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WCEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, WCEAX may share significant positions with broad-market funds.
WCEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WCEAX tax-loss harvesting finds highly correlated but non-identical funds.