CALTX Mutual Fund Similar Funds | MarketXLS

CALTX Mutual Fund

NAV$10.76

AUM$950M

TER0.94%

Holdings14,223

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CALTX Mutual Fund

NAV$10.76

Six Circles Multi-Strategy Fund

AUM$950M

TER0.94%

Holdings14,223

See how much of CALTX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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CALTX Mutual Fund Similar Funds

CALTX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include BETH, MRAL, ENHCX, AMJB, HIDRX.

CALTX alternatives help with portfolio diversification and cost optimization. CALTX overlap shows shared holdings with similar funds. CALTX tax-loss harvesting finds correlated substitutes.