CLARX Mutual Fund

NAV$9.22

AUM$123M

TER1.18%

Holdings44

CLARX Mutual Fund

NAV$9.22

NYLI CBRE Real Estate Fund Class A

AUM$123M

TER1.18%

Holdings44

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Holdings Overlap Analysis

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

CLARX Mutual Fund Overlap Analysis

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

CLARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, CLARX may share significant positions with broad-market funds.

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