WWMCX Mutual Fund
WWMCX Mutual Fund
NAV$9.70
AUM$695,717.65
TER0.62%
Holdings59
See how much of WWMCX you already own
WWMCX Mutual Fund
NAV$9.70
WESTWOOD QUALITY MIDCAP FUND Institutional Class
AUM$695,717.65
TER0.62%
Holdings59
See how much of WWMCX you already own
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.