WSHFX Mutual Fund
NAV$67.53
AUM$49M
TER0.63%
Holdings200
WSHFX Mutual Fund
NAV$67.53
Washington Mutual Investors Fund Class F1
AUM$49M
TER0.63%
Holdings200
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WSHFX Mutual Fund Overlap Analysis
WSHFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WSHFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 200 holdings, WSHFX may share significant positions with broad-market funds.
WSHFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WSHFX tax-loss harvesting finds highly correlated but non-identical funds.