EKWDX Mutual Fund

NAV$117.42

AUM$128M

TER0.95%

Holdings44

EKWDX Mutual Fund

NAV$117.42

Allspring Precious Metals Fund Admin Class

AUM$128M

TER0.95%

Holdings44

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Holdings Overlap Analysis

Compare EKWDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EKWDX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

EKWDX Mutual Fund Overlap Analysis

EKWDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

EKWDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, EKWDX may share significant positions with broad-market funds.

EKWDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EKWDX tax-loss harvesting finds highly correlated but non-identical funds.