WEECX Mutual Fund
NAV$11.07
AUM$524,477.98
TER1.68%
Holdings53
WEECX Mutual Fund
NAV$11.07
TETON Westwood Equity Fund Class A
AUM$524,477.98
TER1.68%
Holdings53
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WEECX Mutual Fund Overlap Analysis
WEECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WEECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, WEECX may share significant positions with broad-market funds.
WEECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WEECX tax-loss harvesting finds highly correlated but non-identical funds.