WESRX Mutual Fund Analysis & Holdings | MarketXLS

WESRX Mutual Fund

NAV$16.00

AUM$4M

TER1.16%

Holdings74

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WESRX Mutual Fund

NAV$16.00

TETON Convertible Securities Fund Class AAA

AUM$4M

TER1.16%

Holdings74

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

WESRX Mutual Fund Overlap Analysis

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

WESRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, WESRX may share significant positions with broad-market funds.

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