WWSCX Mutual Fund
WWSCX Mutual Fund
NAV$22.87
AUM$167M
TER2.00%
Holdings89
See how much of WWSCX you already own
WWSCX Mutual Fund
NAV$22.87
Keeley Small Cap Fund Class C
AUM$167M
TER2.00%
Holdings89
See how much of WWSCX you already own
WWSCX Mutual Fund Overlap Analysis
WWSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WWSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, WWSCX may share significant positions with broad-market funds.
WWSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WWSCX tax-loss harvesting finds highly correlated but non-identical funds.