WWWEX Mutual Fund
WWWEX Mutual Fund
NAV$16.53
AUM$42M
TER1.39%
Holdings1
WWWEX Mutual Fund
NAV$16.53
Kinetics Global Fund No Load Class
AUM$42M
TER1.39%
Holdings1
WWWEX Mutual Fund Overlap Analysis
WWWEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WWWEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, WWWEX may share significant positions with broad-market funds.
WWWEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WWWEX tax-loss harvesting finds highly correlated but non-identical funds.