WISSX Mutual Fund
WISSX Mutual Fund
NAV$101.32
AUM$370M
TER0.45%
Holdings119
See how much of WISSX you already own
WISSX Mutual Fund
NAV$101.32
Wisdom Short Duration Income Fund Institutional Class
AUM$370M
TER0.45%
Holdings119
See how much of WISSX you already own
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.