LWMSX Mutual Fund

NAV$8.18

AUM$1M

TER1.63%

Holdings442

LWMSX Mutual Fund

NAV$8.18

Western Asset Mortgage Total Return Fund Class C

AUM$1M

TER1.63%

Holdings442

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Holdings Overlap Analysis

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

LWMSX Mutual Fund Overlap Analysis

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

LWMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 442 holdings, LWMSX may share significant positions with broad-market funds.

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