WITIX Mutual Fund

NAV$10.85

AUM$669M

TER0.35%

Holdings523

WITIX Mutual Fund

NAV$10.85

Allspring Intermediate Tax/AMT-Free Fund Institutional Class

AUM$669M

TER0.35%

Holdings523

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Holdings Overlap Analysis

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

WITIX Mutual Fund Overlap Analysis

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

WITIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 523 holdings, WITIX may share significant positions with broad-market funds.

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