CFRCX Mutual Fund

NAV$8.98

AUM$77M

TER1.94%

Holdings308

CFRCX Mutual Fund

NAV$8.98

Catalyst/CIFC Senior Secured Income Fund Class C

AUM$77M

TER1.94%

Holdings308

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Holdings Overlap Analysis

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

CFRCX Mutual Fund Overlap Analysis

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

CFRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 308 holdings, CFRCX may share significant positions with broad-market funds.

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