SCAXX Mutual Fund Analysis & Holdings | MarketXLS

SCAXX Mutual Fund

NAV$1.00

AUM$6.7B

TER0.19%

Holdings469

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SCAXX Mutual Fund

NAV$1.00

Schwab California Municipal Money Fund Class Ultra Shares

AUM$6.7B

TER0.19%

Holdings469

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

SCAXX Mutual Fund Overlap Analysis

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

SCAXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 469 holdings, SCAXX may share significant positions with broad-market funds.

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