WSGRX Mutual Fund

NAV$12.96

AUM$44M

TER1.38%

Holdings91

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WSGRX Mutual Fund

NAV$12.96

Nomura Small Cap Growth Fund Class R

AUM$44M

TER1.38%

Holdings91

See inside every fund you own

$99/yr 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 WSGRX 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 WSGRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WSGRX Mutual Fund Overlap Analysis

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

WSGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, WSGRX may share significant positions with broad-market funds.

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