CPECX Mutual Fund

NAV$21.61

AUM$13M

TER2.13%

Holdings34

CPECX Mutual Fund

NAV$21.61

Catalyst Dynamic Alpha Fund Class C

AUM$13M

TER2.13%

Holdings34

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare CPECX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CPECX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CPECX Mutual Fund Overlap Analysis

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

CPECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, CPECX may share significant positions with broad-market funds.

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