SCAXX Mutual Fund
SCAXX Mutual Fund
NAV$1.00
AUM$6.9B
TER0.19%
Holdings472
See how much of SCAXX you already own
SCAXX Mutual Fund
NAV$1.00
Schwab California Municipal Money Fund Class Ultra Shares
AUM$6.9B
TER0.19%
Holdings472
See how much of SCAXX you already own
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 472 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.