WIREX Mutual Fund
WIREX Mutual Fund
NAV$27.16
AUM$12M
TER1.95%
Holdings20
See how much of WIREX you already own
WIREX Mutual Fund
NAV$27.16
Wireless Fund
AUM$12M
TER1.95%
Holdings20
See how much of WIREX you already own
WIREX Mutual Fund Overlap Analysis
WIREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WIREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, WIREX may share significant positions with broad-market funds.
WIREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WIREX tax-loss harvesting finds highly correlated but non-identical funds.