WCMEX Mutual Fund Analysis & Holdings | MarketXLS

WCMEX Mutual Fund

NAV$23.61

AUM$883M

TER1.26%

Holdings59

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WCMEX Mutual Fund

NAV$23.61

WCM Focused Emerging Markets Fund Institutional Class

AUM$883M

TER1.26%

Holdings59

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

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.