CLFFX Mutual Fund
CLFFX Mutual Fund
NAV$27.15
AUM$469,404.71
TER1.15%
Holdings33
See how much of CLFFX you already own
CLFFX Mutual Fund
NAV$27.15
Lone Peak Value Fund Investor Class
AUM$469,404.71
TER1.15%
Holdings33
See how much of CLFFX you already own
CLFFX Mutual Fund Overlap Analysis
CLFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CLFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, CLFFX may share significant positions with broad-market funds.
CLFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CLFFX tax-loss harvesting finds highly correlated but non-identical funds.