WTABX Mutual Fund

NAV$12.35

AUM$12M

TER0.74%

Holdings211

WTABX Mutual Fund

NAV$12.35

Wilmington Municipal Bond Fund Class A

AUM$12M

TER0.74%

Holdings211

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Holdings Overlap Analysis

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

WTABX Mutual Fund Overlap Analysis

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

WTABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 211 holdings, WTABX may share significant positions with broad-market funds.

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