WTABX Mutual Fund

NAV$12.20

AUM$12M

TER0.74%

Holdings202

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Just $25 once·$99/mo·Download sample

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WTABX Mutual Fund

NAV$12.20

Wilmington Municipal Bond Fund Class A

AUM$12M

TER0.74%

Holdings202

See how much of WTABX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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 202 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.