WAPAX Mutual Fund

NAV$9.01

AUM$559M

TER0.81%

Holdings1,328

See how much of WAPAX you already own

Just $25 once·$69/mo·Download sample

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WAPAX Mutual Fund

NAV$9.01

Western Asset Core Plus Bond Fund Class A

AUM$559M

TER0.81%

Holdings1,328

See how much of WAPAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

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 1328 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.