NOTCX Mutual Fund Analysis & Holdings | MarketXLS

NOTCX Mutual Fund

NAV$10.48

AUM$2M

TER1.64%

Holdings274

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NOTCX Mutual Fund

NAV$10.48

DWS Strategic High Yield Tax-Free Fund Class C

AUM$2M

TER1.64%

Holdings274

See inside every fund you own

$149/yr 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 NOTCX 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 NOTCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NOTCX Mutual Fund Overlap Analysis

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

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

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