WCMUX Mutual Fund Analysis & Holdings | MarketXLS

WCMUX Mutual Fund

NAV$13.33

AUM$66,474.66

TER1.20%

Holdings38

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

WCMUX Mutual Fund

NAV$13.33

WCM Developing World Equity Fund Investor Class

AUM$66,474.66

TER1.20%

Holdings38

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 WCMUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WCMUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WCMUX Mutual Fund Overlap Analysis

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

WCMUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, WCMUX may share significant positions with broad-market funds.

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