WEICX Mutual Fund
WEICX Mutual Fund
NAV$17.80
AUM$608,718.16
TER1.91%
Holdings74
See how much of WEICX you already own
WEICX Mutual Fund
NAV$17.80
TETON Convertible Securities Fund Class C
AUM$608,718.16
TER1.91%
Holdings74
See how much of WEICX you already own
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.