WEICX Mutual Fund
NAV$17.73
AUM$589,219.81
TER1.91%
Holdings74
WEICX Mutual Fund
NAV$17.73
TETON Convertible Securities Fund Class C
AUM$589,219.81
TER1.91%
Holdings74
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WEICX Mutual Fund Overlap Analysis
WEICX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WEICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, WEICX may share significant positions with broad-market funds.
WEICX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WEICX tax-loss harvesting finds highly correlated but non-identical funds.