WSMCX Mutual Fund Analysis & Holdings | MarketXLS

WSMCX Mutual Fund

NAV$16.51

AUM$619,902.25

TER2.03%

Holdings124

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

WSMCX Mutual Fund

NAV$16.51

Allspring Small Company Growth Fund Class C

AUM$619,902.25

TER2.03%

Holdings124

See inside every fund you own

$45/quarter 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 WSMCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WSMCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WSMCX Mutual Fund Overlap Analysis

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

WSMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, WSMCX may share significant positions with broad-market funds.

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