WSIAX Mutual Fund

NAV$8.74

AUM$15M

TER0.70%

Holdings448

WSIAX Mutual Fund

NAV$8.74

Allspring Income Plus Fund Class A

AUM$15M

TER0.70%

Holdings448

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Holdings Overlap Analysis

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

WSIAX Mutual Fund Overlap Analysis

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

WSIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 448 holdings, WSIAX may share significant positions with broad-market funds.

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