KCTAX Mutual Fund

NAV$6.41

AUM$177M

TER0.81%

Holdings193

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KCTAX Mutual Fund

NAV$6.41

DWS California Tax-Free Income Fund Class A

AUM$177M

TER0.81%

Holdings193

See how much of KCTAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

KCTAX Mutual Fund Overlap Analysis

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

KCTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 193 holdings, KCTAX may share significant positions with broad-market funds.

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