WEIAX Mutual Fund
WEIAX Mutual Fund
NAV$16.73
AUM$2M
TER1.16%
Holdings74
See how much of WEIAX you already own
WEIAX Mutual Fund
NAV$16.73
TETON Convertible Securities Fund Class A
AUM$2M
TER1.16%
Holdings74
See how much of WEIAX you already own
WEIAX Mutual Fund Overlap Analysis
WEIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WEIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, WEIAX may share significant positions with broad-market funds.
WEIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WEIAX tax-loss harvesting finds highly correlated but non-identical funds.