WAPCX Mutual Fund
WAPCX Mutual Fund
NAV$8.70
AUM$26M
TER1.52%
Holdings1,298
See how much of WAPCX you already own
WAPCX Mutual Fund
NAV$8.70
Western Asset Core Plus Bond Fund Class C
AUM$26M
TER1.52%
Holdings1,298
See how much of WAPCX you already own
WAPCX Mutual Fund Overlap Analysis
WAPCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WAPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1298 holdings, WAPCX may share significant positions with broad-market funds.
WAPCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WAPCX tax-loss harvesting finds highly correlated but non-identical funds.