SDCSX Mutual Fund

NAV$6.43

AUM$98M

TER0.56%

Holdings193

See how much of SDCSX you already own

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SDCSX Mutual Fund

NAV$6.43

DWS California Tax-Free Income Fund Class S

AUM$98M

TER0.56%

Holdings193

See how much of SDCSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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 193 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.