WCMJX Mutual Fund
WCMJX Mutual Fund
NAV$3.42
AUM$59,122.08
TER1.15%
Holdings37
See how much of WCMJX you already own
WCMJX Mutual Fund
NAV$3.42
WCM SMID Quality Value Fund Investor Class
AUM$59,122.08
TER1.15%
Holdings37
See how much of WCMJX you already own
WCMJX Mutual Fund Overlap Analysis
WCMJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WCMJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, WCMJX may share significant positions with broad-market funds.
WCMJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WCMJX tax-loss harvesting finds highly correlated but non-identical funds.