CAYAX Mutual Fund Analysis & Holdings | MarketXLS

CAYAX Mutual Fund

NAV$9.59

AUM$52M

TER0.75%

Holdings666

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CAYAX Mutual Fund

NAV$9.59

American Century Investments California High-Yield Municipal Fund Class A

AUM$52M

TER0.75%

Holdings666

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

CAYAX Mutual Fund Overlap Analysis

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

CAYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 666 holdings, CAYAX may share significant positions with broad-market funds.

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