WFDRX Mutual Fund

NAV$33.13

AUM$157M

TER0.79%

Holdings71

WFDRX Mutual Fund

NAV$33.13

Allspring SMID Cap Growth Fund Class R6

AUM$157M

TER0.79%

Holdings71

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

WFDRX Mutual Fund Overlap Analysis

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

WFDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, WFDRX may share significant positions with broad-market funds.

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