WOOQX Mutual Fund
WOOQX Mutual Fund
NAV$17.80
AUM$2.65
TER0.84%
Holdings109
See how much of WOOQX you already own
WOOQX Mutual Fund
NAV$17.80
JPMorgan SMID Cap Equity Fund Class R4
AUM$2.65
TER0.84%
Holdings109
See how much of WOOQX you already own
WOOQX Mutual Fund Overlap Analysis
WOOQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WOOQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, WOOQX may share significant positions with broad-market funds.
WOOQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WOOQX tax-loss harvesting finds highly correlated but non-identical funds.