WMGRX Mutual Fund Analysis & Holdings | MarketXLS

WMGRX Mutual Fund

NAV$22.18

AUM$44M

TER1.29%

Holdings61

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WMGRX Mutual Fund

NAV$22.18

Nomura Mid Cap Growth Fund Class R

AUM$44M

TER1.29%

Holdings61

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

WMGRX Mutual Fund Overlap Analysis

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

WMGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, WMGRX may share significant positions with broad-market funds.

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