NCATX Mutual Fund Analysis & Holdings | MarketXLS

NCATX Mutual Fund

NAV$10.44

AUM$148M

TER0.46%

Holdings133

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NCATX Mutual Fund

NAV$10.44

Northern Funds California Tax-Exempt Fund

AUM$148M

TER0.46%

Holdings133

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

NCATX Mutual Fund Overlap Analysis

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

NCATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, NCATX may share significant positions with broad-market funds.

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