WIMVX Mutual Fund

NAV$13.67

AUM$3M

TER0.74%

Holdings53

WIMVX Mutual Fund

NAV$13.67

Segall Bryant & Hamill Global All Cap Fund Institutional Class

AUM$3M

TER0.74%

Holdings53

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Holdings Overlap Analysis

Compare WIMVX 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 WIMVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WIMVX Mutual Fund Overlap Analysis

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

WIMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, WIMVX may share significant positions with broad-market funds.

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