LWCPX Mutual Fund
NAV$9.11
AUM$2.97
TER1.51%
Holdings1,328
LWCPX Mutual Fund
NAV$9.11
Western Asset Core Plus Bond Fund Class C1
AUM$2.97
TER1.51%
Holdings1,328
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LWCPX Mutual Fund Overlap Analysis
LWCPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LWCPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1328 holdings, LWCPX may share significant positions with broad-market funds.
LWCPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LWCPX tax-loss harvesting finds highly correlated but non-identical funds.