WRGCX Mutual Fund Holdings Overlap Calculator | MarketXLS

WRGCX Mutual Fund

NAV$23.41

AUM$15M

TER1.88%

Holdings91

See what you own twice

Check WRGCX against your other funds. Free for up to 5.

Check my overlap

WRGCX Mutual Fund

NAV$23.41

Nomura Small Cap Growth Fund Class C

AUM$15M

TER1.88%

Holdings91

See what you own twice

Check WRGCX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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.