WIOPX Mutual Fund
WIOPX Mutual Fund
NAV$8.80
AUM$177M
TER0.90%
Holdings1,413
See how much of WIOPX you already own
WIOPX Mutual Fund
NAV$8.80
Wilshire Income Opportunities Fund Institutional Class
AUM$177M
TER0.90%
Holdings1,413
See how much of WIOPX you already own
WIOPX Mutual Fund Overlap Analysis
WIOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WIOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1413 holdings, WIOPX may share significant positions with broad-market funds.
WIOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WIOPX tax-loss harvesting finds highly correlated but non-identical funds.