WWACX Mutual Fund
WWACX Mutual Fund
NAV$9.78
AUM$392,101.2
TER1.21%
Holdings132
See how much of WWACX you already own
WWACX Mutual Fund
NAV$9.78
Westwood Alternative Income Fund Class C
AUM$392,101.2
TER1.21%
Holdings132
See how much of WWACX you already own
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 132 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.