DCLIX Mutual Fund Analysis & Holdings | MarketXLS

DCLIX Mutual Fund

NAV$6.56

AUM$32M

TER0.56%

Holdings182

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DCLIX Mutual Fund

NAV$6.56

DWS California Tax-Free Income Fund Class Institutional

AUM$32M

TER0.56%

Holdings182

See inside every fund you own

$99/yr 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 DCLIX 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 DCLIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DCLIX Mutual Fund Overlap Analysis

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

DCLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 182 holdings, DCLIX may share significant positions with broad-market funds.

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