FCAHX Mutual Fund
FCAHX Mutual Fund
NAV$9.71
TER1.20%
Holdings726
FCAHX Mutual Fund
NAV$9.71
Franklin California High Yield Municipal Fund Class C
TER1.20%
Holdings726
FCAHX Mutual Fund Overlap Analysis
FCAHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCAHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 726 holdings, FCAHX may share significant positions with broad-market funds.
FCAHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCAHX tax-loss harvesting finds highly correlated but non-identical funds.