WMIDX Mutual Fund Analysis & Holdings | MarketXLS

WMIDX Mutual Fund

NAV$11.13

AUM$12,938.61

TER0.98%

Holdings37

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WMIDX Mutual Fund

NAV$11.13

WCM Mid Cap Quality Value Fund Class Investor

AUM$12,938.61

TER0.98%

Holdings37

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

WMIDX Mutual Fund Overlap Analysis

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

WMIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, WMIDX may share significant positions with broad-market funds.

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