WCMNX Mutual Fund Analysis & Holdings | MarketXLS

WCMNX Mutual Fund

NAV$15.40

AUM$186,350.44

TER1.24%

Holdings69

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WCMNX Mutual Fund

NAV$15.40

WCM Small Cap Growth Fund Investor Class

AUM$186,350.44

TER1.24%

Holdings69

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

WCMNX Mutual Fund Overlap Analysis

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

WCMNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, WCMNX may share significant positions with broad-market funds.

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