WWICX Mutual Fund
WWICX Mutual Fund
NAV$13.59
AUM$13M
TER1.77%
Holdings153
WWICX Mutual Fund
NAV$13.59
Westwood Income Opportunity Fund Class C
AUM$13M
TER1.77%
Holdings153
WWICX Mutual Fund Overlap Analysis
WWICX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WWICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 153 holdings, WWICX may share significant positions with broad-market funds.
WWICX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WWICX tax-loss harvesting finds highly correlated but non-identical funds.