WLGRX Mutual Fund

NAV$34.81

AUM$33M

TER1.14%

Holdings35

WLGRX Mutual Fund

NAV$34.81

Nomura Large Cap Growth Fund Class R

AUM$33M

TER1.14%

Holdings35

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Holdings Overlap Analysis

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

WLGRX Mutual Fund Overlap Analysis

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

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

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