SCTAX Mutual Fund

NAV$10.36

AUM$208M

TER0.75%

Holdings225

SCTAX Mutual Fund

NAV$10.36

Allspring California Tax Free Fund Class A

AUM$208M

TER0.75%

Holdings225

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Holdings Overlap Analysis

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

SCTAX Mutual Fund Overlap Analysis

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

SCTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 225 holdings, SCTAX may share significant positions with broad-market funds.

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