WWSCX Mutual Fund
WWSCX Mutual Fund
NAV$24.05
AUM$158M
TER2.00%
Holdings89
WWSCX Mutual Fund
NAV$24.05
Keeley Small Cap Fund Class C
AUM$158M
TER2.00%
Holdings89
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.