WFGAX Mutual Fund

NAV$36.65

TER1.30%

Holdings39

See how much of WFGAX you already own

Just $25 once·$99/mo·Download sample

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WFGAX Mutual Fund

NAV$36.65

First Trust WCM Focused Global Growth Fund Class A

TER1.30%

Holdings39

See how much of WFGAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

WFGAX Mutual Fund Overlap Analysis

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

WFGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification.

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