LWSTX Mutual Fund

NAV$3.66

AUM$62M

TER0.41%

Holdings479

LWSTX Mutual Fund

NAV$3.66

Western Asset Short-Term Bond Fund Class IS

AUM$62M

TER0.41%

Holdings479

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

LWSTX Mutual Fund Overlap Analysis

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

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

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