CLPAX Mutual Fund

NAV$15.21

AUM$367,994.28

TER1.83%

Holdings109

CLPAX Mutual Fund

NAV$15.21

CATALYST NASDAQ-100 HEDGED EQUITY FUND Class A

AUM$367,994.28

TER1.83%

Holdings109

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Holdings Overlap Analysis

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

CLPAX Mutual Fund Overlap Analysis

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

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

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