WOOOX Mutual Fund
WOOOX Mutual Fund
NAV$16.41
AUM$747,147.11
TER1.09%
Holdings109
See how much of WOOOX you already own
WOOOX Mutual Fund
NAV$16.41
JPMorgan SMID Cap Equity Fund Class R3
AUM$747,147.11
TER1.09%
Holdings109
See how much of WOOOX you already own
WOOOX Mutual Fund Overlap Analysis
WOOOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WOOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, WOOOX may share significant positions with broad-market funds.
WOOOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WOOOX tax-loss harvesting finds highly correlated but non-identical funds.