LWARX Mutual Fund

NAV$3.66

AUM$192,722.22

TER1.10%

Holdings479

See how much of LWARX you already own

Just $25 once·$69/mo·Download sample

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LWARX Mutual Fund

NAV$3.66

Western Asset Short-Term Bond Fund Class R

AUM$192,722.22

TER1.10%

Holdings479

See how much of LWARX you already own

Just $25 once·$69/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 LWARX 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 LWARX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LWARX Mutual Fund Overlap Analysis

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

LWARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 479 holdings, LWARX may share significant positions with broad-market funds.

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