WAPAX Mutual Fund
WAPAX Mutual Fund
NAV$8.69
AUM$525M
TER0.81%
Holdings1,298
See how much of WAPAX you already own
WAPAX Mutual Fund
NAV$8.69
Western Asset Core Plus Bond Fund Class A
AUM$525M
TER0.81%
Holdings1,298
See how much of WAPAX you already own
WAPAX Mutual Fund Overlap Analysis
WAPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WAPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1298 holdings, WAPAX may share significant positions with broad-market funds.
WAPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WAPAX tax-loss harvesting finds highly correlated but non-identical funds.