WPVAX Mutual Fund

NAV$31.53

AUM$617,665.69

TER1.63%

Holdings45

WPVAX Mutual Fund

NAV$31.53

Abrdn International Small Cap Fund Class R

AUM$617,665.69

TER1.63%

Holdings45

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Holdings Overlap Analysis

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

WPVAX Mutual Fund Overlap Analysis

WPVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

WPVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, WPVAX may share significant positions with broad-market funds.

WPVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WPVAX tax-loss harvesting finds highly correlated but non-identical funds.