WAEXX Mutual Fund Analysis & Holdings | MarketXLS

WAEXX Mutual Fund

NAV$1.00

TER0.14%

Holdings1

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WAEXX Mutual Fund

NAV$1.00

Western Asset Premier Institutional US Treasury Reserves Premium Class

TER0.14%

Holdings1

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

WAEXX Mutual Fund Overlap Analysis

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

WAEXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, WAEXX may share significant positions with broad-market funds.

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