CLTIX Mutual Fund

NAV$17.51

AUM$6M

TER1.28%

Holdings24

CLTIX Mutual Fund

NAV$17.51

Catalyst Tactical Allocation Fund Class I

AUM$6M

TER1.28%

Holdings24

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Holdings Overlap Analysis

Compare CLTIX 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 CLTIX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

CLTIX Mutual Fund Overlap Analysis

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

CLTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, CLTIX may share significant positions with broad-market funds.

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