WGLSX Mutual Fund

NAV$14.29

AUM$16M

TER2.01%

Holdings110

See how much of WGLSX you already own

Just $25 once·$69/mo·Download sample

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WGLSX Mutual Fund

NAV$14.29

Wasatch Long/Short Alpha Fund Institutional Class Shares

AUM$16M

TER2.01%

Holdings110

See how much of WGLSX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

WGLSX Mutual Fund Overlap Analysis

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

WGLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, WGLSX may share significant positions with broad-market funds.

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