WIIBX Mutual Fund

NAV$9.17

AUM$564M

TER0.40%

Holdings147

WIIBX Mutual Fund

NAV$9.17

Segall Bryant & Hamill Plus Bond Fund Institutional Class

AUM$564M

TER0.40%

Holdings147

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Holdings Overlap Analysis

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

WIIBX Mutual Fund Overlap Analysis

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

WIIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 147 holdings, WIIBX may share significant positions with broad-market funds.

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