WOOSX Mutual Fund

NAV$18.98

AUM$60M

TER0.59%

Holdings109

WOOSX Mutual Fund

NAV$18.98

JPMorgan SMID Cap Equity Fund Class R6

AUM$60M

TER0.59%

Holdings109

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Holdings Overlap Analysis

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

WOOSX Mutual Fund Overlap Analysis

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

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

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