WMSAX Mutual Fund Analysis & Holdings | MarketXLS

WMSAX Mutual Fund

NAV$19.09

AUM$154,381.29

TER0.75%

Holdings69

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WMSAX Mutual Fund

NAV$19.09

Allspring Municipal Sustainability Fund Class A

AUM$154,381.29

TER0.75%

Holdings69

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

WMSAX Mutual Fund Overlap Analysis

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

WMSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, WMSAX may share significant positions with broad-market funds.

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