WSBFX Mutual Fund

NAV$25.13

AUM$145M

TER0.94%

Holdings77

WSBFX Mutual Fund

NAV$25.13

Boston Trust Walden Balanced Fund

AUM$145M

TER0.94%

Holdings77

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Holdings Overlap Analysis

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

WSBFX Mutual Fund Overlap Analysis

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

WSBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, WSBFX may share significant positions with broad-market funds.

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