WUSMX Mutual Fund Analysis & Holdings | MarketXLS

WUSMX Mutual Fund

NAV$9.71

AUM$7M

TER0.50%

Holdings391

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

WUSMX Mutual Fund

NAV$9.71

Allspring Ultra Short-Term Municipal Income Fund Administrator Class

AUM$7M

TER0.50%

Holdings391

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

WUSMX Mutual Fund Overlap Analysis

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

WUSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 391 holdings, WUSMX may share significant positions with broad-market funds.

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