WACIX Mutual Fund

NAV$9.04

AUM$32M

TER0.79%

Holdings1,328

WACIX Mutual Fund

NAV$9.04

Western Asset Core Plus Bond Fund Class FI

AUM$32M

TER0.79%

Holdings1,328

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Holdings Overlap Analysis

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

WACIX Mutual Fund Overlap Analysis

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

WACIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1328 holdings, WACIX may share significant positions with broad-market funds.

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