WHIAX Mutual Fund

NAV$5.68

AUM$1.1B

TER0.88%

Holdings266

WHIAX Mutual Fund

NAV$5.68

Nomura High Income Fund Class A

AUM$1.1B

TER0.88%

Holdings266

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

WHIAX Mutual Fund Overlap Analysis

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

WHIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 266 holdings, WHIAX may share significant positions with broad-market funds.

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