WEMIX Mutual Fund Analysis & Holdings | MarketXLS

WEMIX Mutual Fund

NAV$14.50

AUM$84M

TER0.90%

Holdings75

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WEMIX Mutual Fund

NAV$14.50

Allspring Emerging Growth Fund Institutional Class

AUM$84M

TER0.90%

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 WEMIX 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 WEMIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WEMIX Mutual Fund Overlap Analysis

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

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

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