LWSOX Mutual Fund

NAV$3.65

AUM$2M

TER1.52%

Holdings479

LWSOX Mutual Fund

NAV$3.65

Western Asset Short-Term Bond Fund Class C

AUM$2M

TER1.52%

Holdings479

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Holdings Overlap Analysis

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

LWSOX Mutual Fund Overlap Analysis

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

LWSOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 479 holdings, LWSOX may share significant positions with broad-market funds.

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