EXCAX Mutual Fund Analysis & Holdings | MarketXLS

EXCAX Mutual Fund

NAV$16.68

TER0.29%

Holdings1,718

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EXCAX Mutual Fund

NAV$16.68

The Tax-Exempt Fund of California Class F-3

TER0.29%

Holdings1,718

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

EXCAX Mutual Fund Overlap Analysis

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

EXCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1718 holdings, EXCAX may share significant positions with broad-market funds.

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