WATIX Mutual Fund Analysis & Holdings | MarketXLS

WATIX Mutual Fund

NAV$9.66

AUM$58M

TER0.58%

Holdings473

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WATIX Mutual Fund

NAV$9.66

Western Asset Intermediate Bond Fund Class I

AUM$58M

TER0.58%

Holdings473

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

WATIX Mutual Fund Overlap Analysis

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

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

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