WILIX Mutual Fund
WILIX Mutual Fund
NAV$25.50
AUM$109M
TER0.90%
Holdings54
WILIX Mutual Fund
NAV$25.50
William Blair International Leaders Fund Class I
AUM$109M
TER0.90%
Holdings54
WILIX Mutual Fund Overlap Analysis
WILIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WILIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, WILIX may share significant positions with broad-market funds.
WILIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WILIX tax-loss harvesting finds highly correlated but non-identical funds.