WOOPX Mutual Fund

NAV$18.79

AUM$73M

TER0.84%

Holdings109

WOOPX Mutual Fund

NAV$18.79

JPMorgan SMID Cap Equity Fund Class I

AUM$73M

TER0.84%

Holdings109

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Holdings Overlap Analysis

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

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 109 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.