WSACX Mutual Fund Analysis & Holdings | MarketXLS

WSACX Mutual Fund

NAV$38.07

AUM$74M

TER1.34%

Holdings44

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WSACX Mutual Fund

NAV$38.07

Wellington Shields All-Cap Fund Institutional Class

AUM$74M

TER1.34%

Holdings44

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

WSACX Mutual Fund Overlap Analysis

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

WSACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, WSACX may share significant positions with broad-market funds.

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