NOTAX Mutual Fund Analysis & Holdings | MarketXLS

NOTAX Mutual Fund

NAV$10.46

AUM$118M

TER0.89%

Holdings274

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NOTAX Mutual Fund

NAV$10.46

DWS Strategic High Yield Tax-Free Fund Class A

AUM$118M

TER0.89%

Holdings274

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

NOTAX Mutual Fund Overlap Analysis

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

NOTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 274 holdings, NOTAX may share significant positions with broad-market funds.

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