WMSIX Mutual Fund Analysis & Holdings | MarketXLS

WMSIX Mutual Fund

NAV$19.11

AUM$2M

TER0.45%

Holdings69

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

WMSIX Mutual Fund

NAV$19.11

Allspring Municipal Sustainability Fund Institutional Class

AUM$2M

TER0.45%

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 WMSIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WMSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WMSIX Mutual Fund Overlap Analysis

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

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

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