LWAIX Mutual Fund

NAV$9.37

AUM$3M

TER1.45%

Holdings490

LWAIX Mutual Fund

NAV$9.37

Western Asset Ultra-Short Income Fund Class C

AUM$3M

TER1.45%

Holdings490

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Holdings Overlap Analysis

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

LWAIX Mutual Fund Overlap Analysis

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

LWAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, LWAIX may share significant positions with broad-market funds.

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