WCMGX Mutual Fund Analysis & Holdings | MarketXLS

WCMGX Mutual Fund

NAV$36.43

AUM$528M

TER1.03%

Holdings36

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WCMGX Mutual Fund

NAV$36.43

WCM Focused Global Growth Fund Institutional Class

AUM$528M

TER1.03%

Holdings36

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

WCMGX Mutual Fund Overlap Analysis

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

WCMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, WCMGX may share significant positions with broad-market funds.

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