WGEXX Mutual Fund
WGEXX Mutual Fund
NAV$1.00
AUM$2.6B
TER0.32%
Holdings58
See how much of WGEXX you already own
WGEXX Mutual Fund
NAV$1.00
Wilmington US Government Money Market Fund Select Class
AUM$2.6B
TER0.32%
Holdings58
See how much of WGEXX you already own
WGEXX Mutual Fund Overlap Analysis
WGEXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WGEXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, WGEXX may share significant positions with broad-market funds.
WGEXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WGEXX tax-loss harvesting finds highly correlated but non-identical funds.