WEMAX Mutual Fund Analysis & Holdings | MarketXLS

WEMAX Mutual Fund

NAV$11.47

AUM$188M

TER1.21%

Holdings75

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WEMAX Mutual Fund

NAV$11.47

Allspring Emerging Growth Fund Class A

AUM$188M

TER1.21%

Holdings75

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare WEMAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WEMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WEMAX Mutual Fund Overlap Analysis

WEMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

WEMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, WEMAX may share significant positions with broad-market funds.

WEMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WEMAX tax-loss harvesting finds highly correlated but non-identical funds.