WWSAX Mutual Fund
NAV$29.41
AUM$153M
TER1.25%
Holdings89
WWSAX Mutual Fund
NAV$29.41
Keeley Small Cap Fund Class A
AUM$153M
TER1.25%
Holdings89

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WWSAX Mutual Fund Overlap Analysis
WWSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WWSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, WWSAX may share significant positions with broad-market funds.
WWSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WWSAX tax-loss harvesting finds highly correlated but non-identical funds.