AWSHX Mutual Fund
AWSHX Mutual Fund
NAV$66.35
AUM$49M
TER0.55%
Holdings200
See how much of AWSHX you already own
AWSHX Mutual Fund
NAV$66.35
Washington Mutual Investors Fund Class A
AUM$49M
TER0.55%
Holdings200
See how much of AWSHX you already own
AWSHX Mutual Fund Overlap Analysis
AWSHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AWSHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 200 holdings, AWSHX may share significant positions with broad-market funds.
AWSHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AWSHX tax-loss harvesting finds highly correlated but non-identical funds.