WFSPX Mutual Fund Analysis & Holdings | MarketXLS

WFSPX Mutual Fund

NAV$901.70

AUM$20.6B

TER0.03%

Holdings1

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WFSPX Mutual Fund

NAV$901.70

iShares S&P 500 Index Fund Class K

AUM$20.6B

TER0.03%

Holdings1

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

WFSPX Mutual Fund Overlap Analysis

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

WFSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, WFSPX may share significant positions with broad-market funds.

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