CLIQX Mutual Fund Analysis & Holdings | MarketXLS

CLIQX Mutual Fund

NAV$27.25

AUM$20,225.06

TER0.82%

Holdings33

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CLIQX Mutual Fund

NAV$27.25

Lone Peak Value Fund Super Institutional Class

AUM$20,225.06

TER0.82%

Holdings33

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

CLIQX Mutual Fund Overlap Analysis

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

CLIQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, CLIQX may share significant positions with broad-market funds.

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