KCTAX Mutual Fund Holdings Overlap Calculator | MarketXLS

KCTAX Mutual Fund

NAV$6.57

AUM$180M

TER0.81%

Holdings182

See what you own twice

Check KCTAX against your other funds. Free for up to 5.

Check my overlap

KCTAX Mutual Fund

NAV$6.57

DWS California Tax-Free Income Fund Class A

AUM$180M

TER0.81%

Holdings182

See what you own twice

Check KCTAX against your other funds. Free for up to 5.

Check my overlap

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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 182 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.