WAPRX Mutual Fund

NAV$9.02

AUM$210M

TER1.12%

Holdings1,328

WAPRX Mutual Fund

NAV$9.02

Western Asset Core Plus Bond Fund Class R

AUM$210M

TER1.12%

Holdings1,328

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Holdings Overlap Analysis

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

WAPRX Mutual Fund Overlap Analysis

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

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

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