WAFRX Mutual Fund

NAV$9.04

AUM$41,256.53

TER1.15%

Holdings59

WAFRX Mutual Fund

NAV$9.04

Western Asset Inflation Indexed Plus Bond Fund Class R

AUM$41,256.53

TER1.15%

Holdings59

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Holdings Overlap Analysis

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

WAFRX Mutual Fund Overlap Analysis

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

WAFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, WAFRX may share significant positions with broad-market funds.

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