WHYMX Mutual Fund Analysis & Holdings | MarketXLS

WHYMX Mutual Fund

NAV$9.36

AUM$45M

TER0.80%

Holdings187

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WHYMX Mutual Fund

NAV$9.36

Allspring High Yield Municipal Bond Fund Class A

AUM$45M

TER0.80%

Holdings187

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

WHYMX Mutual Fund Overlap Analysis

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

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

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