WCMFX Mutual Fund Analysis & Holdings | MarketXLS

WCMFX Mutual Fund

NAV$3.64

AUM$1M

TER0.90%

Holdings37

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WCMFX Mutual Fund

NAV$3.64

WCM SMID Quality Value Fund Institutional Class

AUM$1M

TER0.90%

Holdings37

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

WCMFX Mutual Fund Overlap Analysis

WCMFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

WCMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, WCMFX may share significant positions with broad-market funds.

WCMFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WCMFX tax-loss harvesting finds highly correlated but non-identical funds.