WSHNX Mutual Fund
WSHNX Mutual Fund
NAV$11.96
AUM$31M
TER0.65%
Holdings433
See how much of WSHNX you already own
WSHNX Mutual Fund
NAV$11.96
Weitz Short Duration Income Fund Investor Class
AUM$31M
TER0.65%
Holdings433
See how much of WSHNX you already own
WSHNX Mutual Fund Overlap Analysis
WSHNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WSHNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 433 holdings, WSHNX may share significant positions with broad-market funds.
WSHNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WSHNX tax-loss harvesting finds highly correlated but non-identical funds.