CLARX Mutual Fund
CLARX Mutual Fund
NAV$9.24
AUM$123M
TER1.18%
Holdings44
See how much of CLARX you already own
CLARX Mutual Fund
NAV$9.24
NYLI CBRE Real Estate Fund Class A
AUM$123M
TER1.18%
Holdings44
See how much of CLARX you already own
CLARX Mutual Fund Overlap Analysis
CLARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CLARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, CLARX may share significant positions with broad-market funds.
CLARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CLARX tax-loss harvesting finds highly correlated but non-identical funds.