WAURX Mutual Fund

NAV$9.04

AUM$149,567.81

TER1.37%

Holdings298

WAURX Mutual Fund

NAV$9.04

Western Asset Total Return Unconstrained Fund Class R

AUM$149,567.81

TER1.37%

Holdings298

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Holdings Overlap Analysis

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

WAURX Mutual Fund Overlap Analysis

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

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

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