WOOSX Mutual Fund
WOOSX Mutual Fund
NAV$18.57
AUM$62M
TER0.59%
Holdings109
See how much of WOOSX you already own
WOOSX Mutual Fund
NAV$18.57
JPMorgan SMID Cap Equity Fund Class R6
AUM$62M
TER0.59%
Holdings109
See how much of WOOSX you already own
WOOSX Mutual Fund Overlap Analysis
WOOSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WOOSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, WOOSX may share significant positions with broad-market funds.
WOOSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WOOSX tax-loss harvesting finds highly correlated but non-identical funds.