WIIBX Mutual Fund

NAV$9.22

AUM$567M

TER0.40%

Holdings147

See how much of WIIBX you already own

Just $25 once·$69/mo·Download sample

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WIIBX Mutual Fund

NAV$9.22

Segall Bryant & Hamill Plus Bond Fund Institutional Class

AUM$567M

TER0.40%

Holdings147

See how much of WIIBX you already own

Just $25 once·$69/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 WIIBX 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 WIIBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WIIBX Mutual Fund Overlap Analysis

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

WIIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 147 holdings, WIIBX may share significant positions with broad-market funds.

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