WSMDX Mutual Fund

NAV$31.17

AUM$2.4B

TER0.99%

Holdings84

WSMDX Mutual Fund

NAV$31.17

William Blair Small-Mid Cap Growth Fund Class I

AUM$2.4B

TER0.99%

Holdings84

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Holdings Overlap Analysis

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

WSMDX Mutual Fund Overlap Analysis

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

WSMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, WSMDX may share significant positions with broad-market funds.

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