WATPX Mutual Fund

NAV$9.15

AUM$111,031.78

TER0.85%

Holdings59

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Just $25 once·$69/mo·Download sample

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WATPX Mutual Fund

NAV$9.15

Western Asset Inflation Indexed Plus Bond Fund Class FI

AUM$111,031.78

TER0.85%

Holdings59

See how much of WATPX 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 WATPX 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 WATPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WATPX Mutual Fund Overlap Analysis

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

WATPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, WATPX may share significant positions with broad-market funds.

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