WWLCX Mutual Fund
WWLCX Mutual Fund
NAV$13.51
AUM$175,120.05
TER1.55%
Holdings52
See how much of WWLCX you already own
WWLCX Mutual Fund
NAV$13.51
Westwood Quality Value Fund Class C
AUM$175,120.05
TER1.55%
Holdings52
See how much of WWLCX you already own
WWLCX Mutual Fund Overlap Analysis
WWLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WWLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, WWLCX may share significant positions with broad-market funds.
WWLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WWLCX tax-loss harvesting finds highly correlated but non-identical funds.