WAASX Mutual Fund
WAASX Mutual Fund
NAV$9.04
AUM$4M
TER0.67%
Holdings298
See how much of WAASX you already own
WAASX Mutual Fund
NAV$9.04
Western Asset Total Return Unconstrained Fund Class IS
AUM$4M
TER0.67%
Holdings298
See how much of WAASX you already own
WAASX Mutual Fund Overlap Analysis
WAASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WAASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 298 holdings, WAASX may share significant positions with broad-market funds.
WAASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WAASX tax-loss harvesting finds highly correlated but non-identical funds.