WIORX Mutual Fund

NAV$8.87

AUM$158,647.54

TER1.15%

Holdings1,413

WIORX Mutual Fund

NAV$8.87

Wilshire Income Opportunities Fund Investment Class

AUM$158,647.54

TER1.15%

Holdings1,413

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Holdings Overlap Analysis

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

WIORX Mutual Fund Overlap Analysis

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

WIORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1413 holdings, WIORX may share significant positions with broad-market funds.

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