TACAX Mutual Fund
TACAX Mutual Fund
NAV$9.35
AUM$513M
TER0.72%
Holdings427
See how much of TACAX you already own
TACAX Mutual Fund
NAV$9.35
John Hancock California Municipal Bond Fund Class A
AUM$513M
TER0.72%
Holdings427
See how much of TACAX you already own
TACAX Mutual Fund Overlap Analysis
TACAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TACAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 427 holdings, TACAX may share significant positions with broad-market funds.
TACAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TACAX tax-loss harvesting finds highly correlated but non-identical funds.