WEGRX Mutual Fund
NAV$14.74
AUM$41M
TER0.80%
Holdings75
WEGRX Mutual Fund
NAV$14.74
Allspring Emerging Growth Fund Class R6
AUM$41M
TER0.80%
Holdings75
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WEGRX Mutual Fund Overlap Analysis
WEGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WEGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, WEGRX may share significant positions with broad-market funds.
WEGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WEGRX tax-loss harvesting finds highly correlated but non-identical funds.