WRGCX Mutual Fund
WRGCX Mutual Fund
NAV$22.44
AUM$15M
TER1.85%
Holdings91
See how much of WRGCX you already own
WRGCX Mutual Fund
NAV$22.44
Nomura Small Cap Growth Fund Class C
AUM$15M
TER1.85%
Holdings91
See how much of WRGCX you already own
WRGCX Mutual Fund Overlap Analysis
WRGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WRGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, WRGCX may share significant positions with broad-market funds.
WRGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WRGCX tax-loss harvesting finds highly correlated but non-identical funds.