WCMWX Mutual Fund

NAV$24.98

AUM$36M

TER1.25%

Holdings42

WCMWX Mutual Fund

NAV$24.98

WCM Focused Emerging Markets ex China Fund Institutional Class Institutional

AUM$36M

TER1.25%

Holdings42

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Holdings Overlap Analysis

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

WCMWX Mutual Fund Overlap Analysis

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

WCMWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, WCMWX may share significant positions with broad-market funds.

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