WOOPX Mutual Fund
WOOPX Mutual Fund
NAV$17.10
AUM$64M
TER0.84%
Holdings113
See how much of WOOPX you already own
WOOPX Mutual Fund
NAV$17.10
JPMorgan SMID Cap Equity Fund Class I
AUM$64M
TER0.84%
Holdings113
See how much of WOOPX you already own
WOOPX Mutual Fund Overlap Analysis
WOOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WOOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, WOOPX may share significant positions with broad-market funds.
WOOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WOOPX tax-loss harvesting finds highly correlated but non-identical funds.