WFICX Mutual Fund
WFICX Mutual Fund
NAV$18.24
AUM$2M
TER0.99%
Holdings50
See how much of WFICX you already own
WFICX Mutual Fund
NAV$18.24
North Star Small Cap Value Fund Institutional Class
AUM$2M
TER0.99%
Holdings50
See how much of WFICX you already own
WFICX Mutual Fund Overlap Analysis
WFICX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WFICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, WFICX may share significant positions with broad-market funds.
WFICX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WFICX tax-loss harvesting finds highly correlated but non-identical funds.