SDCSX Mutual Fund

NAV$6.56

AUM$100M

TER0.56%

Holdings182

SDCSX Mutual Fund

NAV$6.56

DWS California Tax-Free Income Fund Class S

AUM$100M

TER0.56%

Holdings182

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Holdings Overlap Analysis

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

SDCSX Mutual Fund Overlap Analysis

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

SDCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 182 holdings, SDCSX may share significant positions with broad-market funds.

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