WMSRX Mutual Fund Analysis & Holdings | MarketXLS

WMSRX Mutual Fund

NAV$19.11

AUM$22M

Holdings69

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WMSRX Mutual Fund

NAV$19.11

Allspring Municipal Sustainability Fund Class R6

AUM$22M

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

WMSRX Mutual Fund Overlap Analysis

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

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

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