WSTRX Mutual Fund

NAV$65.20

AUM$96M

TER1.42%

Holdings38

WSTRX Mutual Fund

NAV$65.20

Nomura Science and Technology Fund Class R

AUM$96M

TER1.42%

Holdings38

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare WSTRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WSTRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WSTRX Mutual Fund Overlap Analysis

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

WSTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, WSTRX may share significant positions with broad-market funds.

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