SWCAX Mutual Fund Analysis & Holdings | MarketXLS

SWCAX Mutual Fund

NAV$10.96

AUM$599M

TER0.38%

Holdings427

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SWCAX Mutual Fund

NAV$10.96

Schwab California Tax-Free Bond Fund

AUM$599M

TER0.38%

Holdings427

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 SWCAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SWCAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SWCAX Mutual Fund Overlap Analysis

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

SWCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 427 holdings, SWCAX may share significant positions with broad-market funds.

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