WISSX Mutual Fund Analysis & Holdings | MarketXLS

WISSX Mutual Fund

NAV$101.32

AUM$370M

TER0.45%

Holdings119

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WISSX Mutual Fund

NAV$101.32

Wisdom Short Duration Income Fund Institutional Class

AUM$370M

TER0.45%

Holdings119

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

WISSX Mutual Fund Overlap Analysis

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

WISSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, WISSX may share significant positions with broad-market funds.

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