WBBIX Mutual Fund

NAV$9.94

AUM$3M

TER1.18%

Holdings108

WBBIX Mutual Fund

NAV$9.94

TETON Westwood Balanced Fund Class I

AUM$3M

TER1.18%

Holdings108

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Holdings Overlap Analysis

Compare WBBIX 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 WBBIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WBBIX Mutual Fund Overlap Analysis

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

WBBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, WBBIX may share significant positions with broad-market funds.

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