WFMIX Mutual Fund

NAV$52.52

AUM$8.6B

TER0.80%

Holdings68

WFMIX Mutual Fund

NAV$52.52

Allspring Special Mid Cap Value Fund Institutional Class

AUM$8.6B

TER0.80%

Holdings68

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare WFMIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WFMIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WFMIX Mutual Fund Overlap Analysis

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

WFMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, WFMIX may share significant positions with broad-market funds.

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