CFRFX Mutual Fund

NAV$8.98

AUM$3M

TER1.94%

Holdings308

CFRFX Mutual Fund

NAV$8.98

Catalyst/CIFC Senior Secured Income Fund Class C1

AUM$3M

TER1.94%

Holdings308

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CFRFX Mutual Fund Overlap Analysis

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

CFRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 308 holdings, CFRFX may share significant positions with broad-market funds.

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