CALTX Mutual Fund Analysis & Holdings | MarketXLS

CALTX Mutual Fund

NAV$10.73

AUM$950M

TER0.94%

Holdings14,223

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CALTX Mutual Fund

NAV$10.73

Six Circles Multi-Strategy Fund

AUM$950M

TER0.94%

Holdings14,223

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

CALTX Mutual Fund Overlap Analysis

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

CALTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14223 holdings, CALTX may share significant positions with broad-market funds.

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