WICVX Mutual Fund
WICVX Mutual Fund
NAV$10.72
AUM$919M
TER1.05%
Holdings57
See how much of WICVX you already own
WICVX Mutual Fund
NAV$10.72
Wasatch Small Cap Value Fund Institutional Class Shares
AUM$919M
TER1.05%
Holdings57
See how much of WICVX you already own
WICVX Mutual Fund Overlap Analysis
WICVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WICVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, WICVX may share significant positions with broad-market funds.
WICVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WICVX tax-loss harvesting finds highly correlated but non-identical funds.