WLGCX Mutual Fund Analysis & Holdings | MarketXLS

WLGCX Mutual Fund

NAV$24.16

AUM$53M

TER1.64%

Holdings35

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WLGCX Mutual Fund

NAV$24.16

Nomura Large Cap Growth Fund Class C

AUM$53M

TER1.64%

Holdings35

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

WLGCX Mutual Fund Overlap Analysis

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

WLGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, WLGCX may share significant positions with broad-market funds.

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