WIGOX Mutual Fund Analysis & Holdings | MarketXLS

WIGOX Mutual Fund

NAV$4.27

AUM$66M

TER1.35%

Holdings67

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WIGOX Mutual Fund

NAV$4.27

Wasatch Global Opportunities Fund Instl Cl

AUM$66M

TER1.35%

Holdings67

See inside every fund you own

$149/yr 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 WIGOX 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 WIGOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WIGOX Mutual Fund Overlap Analysis

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

WIGOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, WIGOX may share significant positions with broad-market funds.

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