WFTDX Mutual Fund Analysis & Holdings | MarketXLS

WFTDX Mutual Fund

NAV$13.26

AUM$2M

TER1.15%

Holdings52

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

WFTDX Mutual Fund

NAV$13.26

Allspring Innovation Fund Administrator Class

AUM$2M

TER1.15%

Holdings52

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

WFTDX Mutual Fund Overlap Analysis

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

WFTDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, WFTDX may share significant positions with broad-market funds.

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