WSACX Mutual Fund
WSACX Mutual Fund
NAV$37.57
AUM$79M
TER1.34%
Holdings44
See how much of WSACX you already own
WSACX Mutual Fund
NAV$37.57
Wellington Shields All-Cap Fund Institutional Class
AUM$79M
TER1.34%
Holdings44
See how much of WSACX you already own
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.