WAARX Mutual Fund

NAV$9.09

AUM$27M

TER0.77%

Holdings298

WAARX Mutual Fund

NAV$9.09

Western Asset Total Return Unconstrained Fund Class I

AUM$27M

TER0.77%

Holdings298

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Holdings Overlap Analysis

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

WAARX Mutual Fund Overlap Analysis

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

WAARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 298 holdings, WAARX may share significant positions with broad-market funds.

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