WEECX Mutual Fund
WEECX Mutual Fund
NAV$11.08
AUM$535,600.42
TER1.68%
Holdings53
See how much of WEECX you already own
WEECX Mutual Fund
NAV$11.08
TETON Westwood Equity Fund Class A
AUM$535,600.42
TER1.68%
Holdings53
See how much of WEECX you already own
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.