WATAX Mutual Fund

NAV$9.68

AUM$46M

TER0.79%

Holdings473

See how much of WATAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

WATAX Mutual Fund

NAV$9.68

Western Asset Intermediate Bond Fund Class A

AUM$46M

TER0.79%

Holdings473

See how much of WATAX you already own

Just $25 once·$99/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 WATAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WATAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WATAX Mutual Fund Overlap Analysis

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

WATAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 473 holdings, WATAX may share significant positions with broad-market funds.

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