WMBGX Mutual Fund

NAV$11.25

AUM$169M

TER1.04%

Holdings38

WMBGX Mutual Fund

NAV$11.25

Allspring Spectrum Conservative Growth Fund Class A

AUM$169M

TER1.04%

Holdings38

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

WMBGX Mutual Fund Overlap Analysis

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

WMBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, WMBGX may share significant positions with broad-market funds.

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