SPALX Mutual Fund Analysis & Holdings | MarketXLS

SPALX Mutual Fund

NAV$11.73

AUM$2M

TER1.43%

Holdings73

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SPALX Mutual Fund

NAV$11.73

Western Asset Pennsylvania Municipals Fund Class C

AUM$2M

TER1.43%

Holdings73

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 SPALX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SPALX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SPALX Mutual Fund Overlap Analysis

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

SPALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, SPALX may share significant positions with broad-market funds.

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