TAFTX Mutual Fund Analysis & Holdings | MarketXLS

TAFTX Mutual Fund

NAV$16.68

AUM$1.7B

TER0.56%

Holdings1,718

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

TAFTX Mutual Fund

NAV$16.68

The Tax-Exempt Fund of California Class A

AUM$1.7B

TER0.56%

Holdings1,718

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

TAFTX Mutual Fund Overlap Analysis

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

TAFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1718 holdings, TAFTX may share significant positions with broad-market funds.

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