WOOOX Mutual Fund

NAV$16.15

AUM$664,808.94

TER1.09%

Holdings109

WOOOX Mutual Fund

NAV$16.15

JPMorgan SMID Cap Equity Fund Class R3

AUM$664,808.94

TER1.09%

Holdings109

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Holdings Overlap Analysis

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

WOOOX Mutual Fund Overlap Analysis

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

WOOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, WOOOX may share significant positions with broad-market funds.

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