LWSRX Mutual Fund

NAV$4.72

AUM$66,442.57

TER1.41%

Holdings395

LWSRX Mutual Fund

NAV$4.72

Western Asset Short Duration High Income Fund Class R

AUM$66,442.57

TER1.41%

Holdings395

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Holdings Overlap Analysis

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

LWSRX Mutual Fund Overlap Analysis

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

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

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