WLGCX Mutual Fund
WLGCX Mutual Fund
NAV$23.93
AUM$53M
TER1.64%
Holdings35
See how much of WLGCX you already own
WLGCX Mutual Fund
NAV$23.93
Nomura Large Cap Growth Fund Class C
AUM$53M
TER1.64%
Holdings35
See how much of WLGCX you already own
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.