WUSTX Mutual Fund Analysis & Holdings | MarketXLS

WUSTX Mutual Fund

NAV$8.85

AUM$5M

TER1.26%

Holdings703

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

WUSTX Mutual Fund

NAV$8.85

Allspring Ultra Short-Term Income Fund Class C

AUM$5M

TER1.26%

Holdings703

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

WUSTX Mutual Fund Overlap Analysis

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

WUSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 703 holdings, WUSTX may share significant positions with broad-market funds.

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