WEIMX Mutual Fund
NAV$19.46
AUM$74M
TER1.28%
Holdings268
WEIMX Mutual Fund
NAV$19.46
TETON Westwood Mighty Mites Fund Class I
AUM$74M
TER1.28%
Holdings268
WEIMX Mutual Fund Overlap Analysis
WEIMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WEIMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 268 holdings, WEIMX may share significant positions with broad-market funds.
WEIMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WEIMX tax-loss harvesting finds highly correlated but non-identical funds.