WWMCX Mutual Fund
WWMCX Mutual Fund
NAV$9.70
AUM$695,717.65
TER0.62%
Holdings59
WWMCX Mutual Fund
NAV$9.70
WESTWOOD QUALITY MIDCAP FUND Institutional Class
AUM$695,717.65
TER0.62%
Holdings59
WWMCX Mutual Fund Overlap Analysis
WWMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WWMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, WWMCX may share significant positions with broad-market funds.
WWMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WWMCX tax-loss harvesting finds highly correlated but non-identical funds.