WNTFX Mutual Fund
WNTFX Mutual Fund
NAV$9.80
AUM$5M
TER0.46%
Holdings83
WNTFX Mutual Fund
NAV$9.80
Nebraska Tax-Free Income Fund
AUM$5M
TER0.46%
Holdings83
WNTFX Mutual Fund Overlap Analysis
WNTFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WNTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, WNTFX may share significant positions with broad-market funds.
WNTFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WNTFX tax-loss harvesting finds highly correlated but non-identical funds.