WCEAX Mutual Fund
WCEAX Mutual Fund
NAV$19.43
AUM$2.9B
TER0.99%
Holdings52
WCEAX Mutual Fund
NAV$19.43
Nomura Core Equity Fund Class A
AUM$2.9B
TER0.99%
Holdings52
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.