WFGGX Mutual Fund
WFGGX Mutual Fund
NAV$35.30
AUM$27M
TER1.30%
Holdings36
WFGGX Mutual Fund
NAV$35.30
WCM Focused Global Growth Fund Investor Class
AUM$27M
TER1.30%
Holdings36
WFGGX Mutual Fund Overlap Analysis
WFGGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WFGGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, WFGGX may share significant positions with broad-market funds.
WFGGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WFGGX tax-loss harvesting finds highly correlated but non-identical funds.