CLFFX Mutual Fund

NAV$25.88

AUM$439,917.04

TER1.15%

Holdings33

CLFFX Mutual Fund

NAV$25.88

Lone Peak Value Fund Investor Class

AUM$439,917.04

TER1.15%

Holdings33

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Holdings Overlap Analysis

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

CLFFX Mutual Fund Overlap Analysis

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

CLFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, CLFFX may share significant positions with broad-market funds.

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