WLCIX Mutual Fund
WLCIX Mutual Fund
NAV$13.44
AUM$10M
TER0.50%
Holdings45
WLCIX Mutual Fund
NAV$13.44
Allspring Large Company Value Fund Institutional Class
AUM$10M
TER0.50%
Holdings45
WLCIX Mutual Fund Overlap Analysis
WLCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WLCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, WLCIX may share significant positions with broad-market funds.
WLCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WLCIX tax-loss harvesting finds highly correlated but non-identical funds.