WWACX Mutual Fund
WWACX Mutual Fund
NAV$9.78
AUM$392,101.2
TER1.21%
Holdings141
WWACX Mutual Fund
NAV$9.78
Westwood Alternative Income Fund Class C
AUM$392,101.2
TER1.21%
Holdings141
WWACX Mutual Fund Overlap Analysis
WWACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WWACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 141 holdings, WWACX may share significant positions with broad-market funds.
WWACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WWACX tax-loss harvesting finds highly correlated but non-identical funds.