WMMAX Mutual Fund

NAV$17.21

AUM$59M

TER1.53%

Holdings268

See how much of WMMAX you already own

Just $25 once·$69/mo·Download sample

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WMMAX Mutual Fund

NAV$17.21

TETON Westwood Mighty Mites Fund Class A

AUM$59M

TER1.53%

Holdings268

See how much of WMMAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

WMMAX Mutual Fund Overlap Analysis

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

WMMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 268 holdings, WMMAX may share significant positions with broad-market funds.

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