WSTMX Mutual Fund Analysis & Holdings | MarketXLS

WSTMX Mutual Fund

NAV$9.80

AUM$2M

TER0.60%

Holdings663

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WSTMX Mutual Fund

NAV$9.80

Allspring Short-Term Municipal Bond Fund Admin Class

AUM$2M

TER0.60%

Holdings663

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

WSTMX Mutual Fund Overlap Analysis

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

WSTMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 663 holdings, WSTMX may share significant positions with broad-market funds.

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