WWSAX Mutual Fund
WWSAX Mutual Fund
NAV$28.99
AUM$172M
TER1.25%
Holdings89
See how much of WWSAX you already own
WWSAX Mutual Fund
NAV$28.99
Keeley Small Cap Fund Class A
AUM$172M
TER1.25%
Holdings89
See how much of WWSAX you already own
WWSAX Mutual Fund Overlap Analysis
WWSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WWSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, WWSAX may share significant positions with broad-market funds.
WWSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WWSAX tax-loss harvesting finds highly correlated but non-identical funds.