WEBAX Mutual Fund
WEBAX Mutual Fund
NAV$9.80
AUM$24M
TER1.43%
Holdings108
See how much of WEBAX you already own
WEBAX Mutual Fund
NAV$9.80
TETON Westwood Balanced Fund Class AAA
AUM$24M
TER1.43%
Holdings108
See how much of WEBAX you already own
WEBAX Mutual Fund Overlap Analysis
WEBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WEBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, WEBAX may share significant positions with broad-market funds.
WEBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WEBAX tax-loss harvesting finds highly correlated but non-identical funds.