SORLX Mutual Fund Analysis & Holdings | MarketXLS

SORLX Mutual Fund

NAV$9.66

AUM$250,232.24

TER1.30%

Holdings51

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SORLX Mutual Fund

NAV$9.66

Western Asset Oregon Municipals Fund Class C

AUM$250,232.24

TER1.30%

Holdings51

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

SORLX Mutual Fund Overlap Analysis

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

SORLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, SORLX may share significant positions with broad-market funds.

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