WPVLX Mutual Fund

NAV$31.63

AUM$188M

TER1.06%

Holdings33

WPVLX Mutual Fund

NAV$31.63

Multi Cap Equity Fund Investor Class

AUM$188M

TER1.06%

Holdings33

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Holdings Overlap Analysis

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

WPVLX Mutual Fund Overlap Analysis

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

WPVLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, WPVLX may share significant positions with broad-market funds.

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