WGIVX Mutual Fund

NAV$15.19

AUM$9M

TER0.90%

Holdings40

WGIVX Mutual Fund

NAV$15.19

Wasatch International Value Fund Institutional

AUM$9M

TER0.90%

Holdings40

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Holdings Overlap Analysis

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

WGIVX Mutual Fund Overlap Analysis

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

WGIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, WGIVX may share significant positions with broad-market funds.

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