WOOQX Mutual Fund
WOOQX Mutual Fund
NAV$17.80
AUM$2.65
TER0.84%
Holdings109
WOOQX Mutual Fund
NAV$17.80
JPMorgan SMID Cap Equity Fund Class R4
AUM$2.65
TER0.84%
Holdings109
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.