WABMX Mutual Fund
NAV$8.75
AUM$1M
TER0.78%
Holdings428
WABMX Mutual Fund
NAV$8.75
Wilmington Broad Market Bond Fund Class A
AUM$1M
TER0.78%
Holdings428
See inside every mutual fund you own
$29/moCancel anytime.
WABMX Mutual Fund Overlap Analysis
WABMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WABMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 428 holdings, WABMX may share significant positions with broad-market funds.
WABMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WABMX tax-loss harvesting finds highly correlated but non-identical funds.