WASAX Mutual Fund

NAV$23.68

AUM$1.3B

TER1.12%

Holdings543

WASAX Mutual Fund

NAV$23.68

Nomura Asset Strategy Fund Class A

AUM$1.3B

TER1.12%

Holdings543

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Holdings Overlap Analysis

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

WASAX Mutual Fund Overlap Analysis

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

WASAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 543 holdings, WASAX may share significant positions with broad-market funds.

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