CAILX Mutual Fund

NAV$9.92

TER0.60%

Holdings291

CAILX Mutual Fund

NAV$9.92

Lord Abbett California Tax Free Fund Cl I

TER0.60%

Holdings291

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Holdings Overlap Analysis

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

CAILX Mutual Fund Overlap Analysis

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

CAILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 291 holdings, CAILX may share significant positions with broad-market funds.

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