WFPCX Mutual Fund
NAV$46.58
AUM$56M
TER1.86%
Holdings68
WFPCX Mutual Fund
NAV$46.58
Allspring Special Mid Cap Value Fund Class C
AUM$56M
TER1.86%
Holdings68
WFPCX Mutual Fund Overlap Analysis
WFPCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WFPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, WFPCX may share significant positions with broad-market funds.
WFPCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WFPCX tax-loss harvesting finds highly correlated but non-identical funds.