WIORX Mutual Fund

NAV$8.93

AUM$159,909.13

TER1.15%

Holdings1,413

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Just $25 once·$69/mo·Download sample

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WIORX Mutual Fund

NAV$8.93

Wilshire Income Opportunities Fund Investment Class

AUM$159,909.13

TER1.15%

Holdings1,413

See how much of WIORX 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 WIORX 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 WIORX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WIORX Mutual Fund Overlap Analysis

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

WIORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1413 holdings, WIORX may share significant positions with broad-market funds.

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