LWHIX Mutual Fund

NAV$4.75

AUM$16M

TER1.68%

Holdings395

LWHIX Mutual Fund

NAV$4.75

Western Asset Short Duration High Income Fund Class C

AUM$16M

TER1.68%

Holdings395

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

LWHIX Mutual Fund Overlap Analysis

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

LWHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 395 holdings, LWHIX may share significant positions with broad-market funds.

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