TECCX Mutual Fund

NAV$16.68

AUM$67M

TER1.31%

Holdings1,718

TECCX Mutual Fund

NAV$16.68

The Tax-Exempt Fund of California Class C

AUM$67M

TER1.31%

Holdings1,718

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Holdings Overlap Analysis

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

TECCX Mutual Fund Overlap Analysis

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

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

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