LWLAX Mutual Fund

NAV$13.70

AUM$166,972.24

TER1.92%

Holdings18

LWLAX Mutual Fund

NAV$13.70

Franklin Multi-Asset Defensive Growth Fund Class C

AUM$166,972.24

TER1.92%

Holdings18

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

LWLAX Mutual Fund Overlap Analysis

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

LWLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LWLAX may share significant positions with broad-market funds.

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