WRAIX Mutual Fund
NAV$15.21
AUM$242M
TER1.25%
Holdings730
WRAIX Mutual Fund
NAV$15.21
Wilmington Global Alpha Equities Fund Class I
AUM$242M
TER1.25%
Holdings730
WRAIX Mutual Fund Overlap Analysis
WRAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WRAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 730 holdings, WRAIX may share significant positions with broad-market funds.
WRAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WRAIX tax-loss harvesting finds highly correlated but non-identical funds.