WCYFX Mutual Fund
NAV$9.39
AUM$2M
TER0.72%
Holdings33
WCYFX Mutual Fund
NAV$9.39
Allspring Spectrum Income Allocation Fund Institutional
AUM$2M
TER0.72%
Holdings33
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WCYFX Mutual Fund Overlap Analysis
WCYFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WCYFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, WCYFX may share significant positions with broad-market funds.
WCYFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WCYFX tax-loss harvesting finds highly correlated but non-identical funds.