WMTIX Mutual Fund Analysis & Holdings | MarketXLS

WMTIX Mutual Fund

NAV$10.04

AUM$177M

TER0.52%

Holdings216

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WMTIX Mutual Fund

NAV$10.04

Allspring Minnesota Tax-Free Fund-I

AUM$177M

TER0.52%

Holdings216

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

WMTIX Mutual Fund Overlap Analysis

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

WMTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 216 holdings, WMTIX may share significant positions with broad-market funds.

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