CLPAX Mutual Fund

NAV$15.20

AUM$413,374.66

TER1.83%

Holdings109

See how much of CLPAX you already own

Just $25 once·$99/mo·Download sample

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CLPAX Mutual Fund

NAV$15.20

CATALYST NASDAQ-100 HEDGED EQUITY FUND Class A

AUM$413,374.66

TER1.83%

Holdings109

See how much of CLPAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

CLPAX Mutual Fund Overlap Analysis

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

CLPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, CLPAX may share significant positions with broad-market funds.

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