WCMEX Mutual Fund
WCMEX Mutual Fund
NAV$24.71
AUM$932M
TER1.25%
Holdings59
See how much of WCMEX you already own
WCMEX Mutual Fund
NAV$24.71
WCM Focused Emerging Markets Fund Institutional Class
AUM$932M
TER1.25%
Holdings59
See how much of WCMEX you already own
WCMEX Mutual Fund Overlap Analysis
WCMEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WCMEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, WCMEX may share significant positions with broad-market funds.
WCMEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WCMEX tax-loss harvesting finds highly correlated but non-identical funds.