WCEYX Mutual Fund
WCEYX Mutual Fund
NAV$23.19
AUM$31M
TER0.99%
Holdings52
See how much of WCEYX you already own
WCEYX Mutual Fund
NAV$23.19
Nomura Core Equity Fund Class Y
AUM$31M
TER0.99%
Holdings52
See how much of WCEYX you already own
WCEYX Mutual Fund Overlap Analysis
WCEYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WCEYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, WCEYX may share significant positions with broad-market funds.
WCEYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WCEYX tax-loss harvesting finds highly correlated but non-identical funds.