WHYDX Mutual Fund

NAV$9.24

AUM$6M

TER0.70%

Holdings187

See how much of WHYDX you already own

Just $25 once·$99/mo·Download sample

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WHYDX Mutual Fund

NAV$9.24

Allspring High Yield Municipal Bond Fund Admin Class

AUM$6M

TER0.70%

Holdings187

See how much of WHYDX you already own

Just $25 once·$99/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 WHYDX 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 WHYDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WHYDX Mutual Fund Overlap Analysis

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

WHYDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 187 holdings, WHYDX may share significant positions with broad-market funds.

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