CLPFX Mutual Fund Analysis & Holdings | MarketXLS

CLPFX Mutual Fund

NAV$15.70

AUM$11M

TER1.58%

Holdings109

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CLPFX Mutual Fund

NAV$15.70

CATALYST NASDAQ-100 HEDGED EQUITY FUND Class I

AUM$11M

TER1.58%

Holdings109

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

CLPFX Mutual Fund Overlap Analysis

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

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

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