WFICX Mutual Fund
NAV$18.01
AUM$2M
TER0.99%
Holdings45
WFICX Mutual Fund
NAV$18.01
North Star Small Cap Value Fund Institutional Class
AUM$2M
TER0.99%
Holdings45

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
WFICX Mutual Fund Overlap Analysis
WFICX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WFICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, WFICX may share significant positions with broad-market funds.
WFICX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WFICX tax-loss harvesting finds highly correlated but non-identical funds.