WTLVX Mutual Fund Analysis & Holdings | MarketXLS

WTLVX Mutual Fund

NAV$13.41

AUM$2M

TER0.40%

Holdings45

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WTLVX Mutual Fund

NAV$13.41

Allspring Large Company Value Fund R6 Class

AUM$2M

TER0.40%

Holdings45

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

WTLVX Mutual Fund Overlap Analysis

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

WTLVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, WTLVX may share significant positions with broad-market funds.

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