WFTAX Mutual Fund Analysis & Holdings | MarketXLS

WFTAX Mutual Fund

NAV$10.85

AUM$139M

TER0.66%

Holdings523

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WFTAX Mutual Fund

NAV$10.85

Allspring Intermediate Tax/AMT-Free Fund Class A

AUM$139M

TER0.66%

Holdings523

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

WFTAX Mutual Fund Overlap Analysis

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

WFTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 523 holdings, WFTAX may share significant positions with broad-market funds.

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