WWSIX Mutual Fund
WWSIX Mutual Fund
NAV$33.00
AUM$172M
TER1.00%
Holdings89
See how much of WWSIX you already own
WWSIX Mutual Fund
NAV$33.00
Keeley Small Cap Fund Class I
AUM$172M
TER1.00%
Holdings89
See how much of WWSIX you already own
WWSIX Mutual Fund Overlap Analysis
WWSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WWSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, WWSIX may share significant positions with broad-market funds.
WWSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WWSIX tax-loss harvesting finds highly correlated but non-identical funds.