ARMZX Mutual Fund

NAV$9.25

AUM$253M

TER0.65%

Holdings490

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Just $25 once·$99/mo·Download sample

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ARMZX Mutual Fund

NAV$9.25

Western Asset Ultra-Short Income Fund Class A

AUM$253M

TER0.65%

Holdings490

See how much of ARMZX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ARMZX Mutual Fund Overlap Analysis

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

ARMZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, ARMZX may share significant positions with broad-market funds.

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