CCCXX Mutual Fund
CCCXX Mutual Fund
NAV$1.00
AUM$12M
TER0.38%
Holdings168
CCCXX Mutual Fund
NAV$1.00
Federated Hermes California Municipal Cash Trust Capital Class
AUM$12M
TER0.38%
Holdings168
CCCXX Mutual Fund Overlap Analysis
CCCXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CCCXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 168 holdings, CCCXX may share significant positions with broad-market funds.
CCCXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCCXX tax-loss harvesting finds highly correlated but non-identical funds.