WIGOX Mutual Fund
WIGOX Mutual Fund
NAV$4.18
AUM$62M
TER1.35%
Holdings67
See how much of WIGOX you already own
WIGOX Mutual Fund
NAV$4.18
Wasatch Global Opportunities Fund Instl Cl
AUM$62M
TER1.35%
Holdings67
See how much of WIGOX you already own
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.