WFIVX Mutual Fund

NAV$38.42

AUM$243M

TER0.56%

Holdings2,210

WFIVX Mutual Fund

NAV$38.42

Wilshire 5000 Index Fund Investment Class

AUM$243M

TER0.56%

Holdings2,210

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Holdings Overlap Analysis

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

WFIVX Mutual Fund Overlap Analysis

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

WFIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2210 holdings, WFIVX may share significant positions with broad-market funds.

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