ITCAX Mutual Fund Analysis & Holdings | MarketXLS

ITCAX Mutual Fund

NAV$8.11

AUM$49M

TER0.91%

Holdings73

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ITCAX Mutual Fund

NAV$8.11

Western Asset Intermediate Maturity California Municipals Fund Class A

AUM$49M

TER0.91%

Holdings73

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

ITCAX Mutual Fund Overlap Analysis

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

ITCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, ITCAX may share significant positions with broad-market funds.

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