WFATX Mutual Fund
WFATX Mutual Fund
NAV$40.62
AUM$119M
TER0.75%
Holdings610
See how much of WFATX you already own
WFATX Mutual Fund
NAV$40.62
Allspring Index Asset Allocation Fund Institutional Class
AUM$119M
TER0.75%
Holdings610
See how much of WFATX you already own
WFATX Mutual Fund Overlap Analysis
WFATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WFATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 610 holdings, WFATX may share significant positions with broad-market funds.
WFATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WFATX tax-loss harvesting finds highly correlated but non-identical funds.