TCFEX Mutual Fund Analysis & Holdings | MarketXLS

TCFEX Mutual Fund

NAV$10.70

AUM$87M

TER0.43%

Holdings384

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TCFEX Mutual Fund

NAV$10.70

California Tax-Free Bond Fund I Class

AUM$87M

TER0.43%

Holdings384

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

TCFEX Mutual Fund Overlap Analysis

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

TCFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 384 holdings, TCFEX may share significant positions with broad-market funds.

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