WCMIX Mutual Fund Analysis & Holdings | MarketXLS

WCMIX Mutual Fund

NAV$28.36

AUM$20.8B

TER1.04%

Holdings43

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WCMIX Mutual Fund

NAV$28.36

WCM Focused International Growth Fund Insti Cl

AUM$20.8B

TER1.04%

Holdings43

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

WCMIX Mutual Fund Overlap Analysis

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

WCMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, WCMIX may share significant positions with broad-market funds.

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