WSBIX Mutual Fund
NAV$9.77
AUM$694M
TER0.40%
Holdings663
WSBIX Mutual Fund
NAV$9.77
Allspring Short-Term Municipal Bond Fund Institutional Class
AUM$694M
TER0.40%
Holdings663
WSBIX Mutual Fund Overlap Analysis
WSBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WSBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 663 holdings, WSBIX may share significant positions with broad-market funds.
WSBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WSBIX tax-loss harvesting finds highly correlated but non-identical funds.