CAIXX Mutual Fund

NAV$1.00

AUM$2.2B

TER0.28%

Holdings168

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CAIXX Mutual Fund

NAV$1.00

Federated Hermes California Municipal Cash Trust Wealth Class

AUM$2.2B

TER0.28%

Holdings168

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

CAIXX Mutual Fund Overlap Analysis

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

CAIXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 168 holdings, CAIXX may share significant positions with broad-market funds.

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