WMLIX Mutual Fund Analysis & Holdings | MarketXLS

WMLIX Mutual Fund

NAV$37.58

AUM$610M

TER0.25%

Holdings1,033

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WMLIX Mutual Fund

NAV$37.58

Wilmington Large-Cap Strategy Fund Class I

AUM$610M

TER0.25%

Holdings1,033

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

WMLIX Mutual Fund Overlap Analysis

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

WMLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1033 holdings, WMLIX may share significant positions with broad-market funds.

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