WBALX Mutual Fund

NAV$16.53

AUM$29M

TER0.85%

Holdings175

WBALX Mutual Fund

NAV$16.53

Weitz Conservative Allocation Fund Investor Class

AUM$29M

TER0.85%

Holdings175

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WBALX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WBALX Mutual Fund Overlap Analysis

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

WBALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 175 holdings, WBALX may share significant positions with broad-market funds.

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