TXMXX Mutual Fund
TXMXX Mutual Fund
NAV$1.00
AUM$1M
TER0.53%
Holdings79
TXMXX Mutual Fund
NAV$1.00
DWS Tax-Exempt Portfolio Tax-Exempt Cash Managed Shares
AUM$1M
TER0.53%
Holdings79
TXMXX Mutual Fund Overlap Analysis
TXMXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TXMXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, TXMXX may share significant positions with broad-market funds.
TXMXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TXMXX tax-loss harvesting finds highly correlated but non-identical funds.